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Cypress Wealth Services’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Cypress Wealth Services’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,219
Closed -$297K – 380
2020
Q3 		$297K Buy
+10,219
New +$299K 0.08% 192

Other funds holding IBDT

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cypress Wealth Services's IBDT Position: Q2 2026 in Review

Cypress Wealth Services held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 13,171 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #313.

Cypress Wealth Services first reported a position in IBDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $456K in Q2 2021. 187 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Cypress Wealth Services held 13,171 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $333K as of Q2 2026.
  • Cypress Wealth Services left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #313 holding.
  • Cypress Wealth Services first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2020 and has held it in 23 quarters since.
  • Cypress Wealth Services's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $456K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.