CWS
IBHA

Cypress Wealth Services’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Cypress Wealth Services’s Portfolio IBHA Stock Details IBHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,376
Closed -$300K – 270
2021
Q2 		$300K Hold
12,376
– – 0.08% 199
2021
Q1 		$299K Hold
12,376
– – 0.06% 216
2020
Q4 		$300K Buy
+12,376
New +$300K 0.07% 207

Other funds holding IBHA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PWS
Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return

Cypress Wealth Services's IBHA Position: Q3 2021 in Review

Cypress Wealth Services sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q3 2021, closing a stake of 12,376 shares — an estimated $300K sold.

Cypress Wealth Services first reported a position in IBHA in Q4 2020 and held it in 3 quarters. The position peaked at $300K in Q2 2021. 25 funds tracked by Wall St. Rank hold IBHA as of Q3 2021.

  • Cypress Wealth Services reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 12,376 iShares iBonds 2021 Term High Yield and Income ETF shares in Q3 2021, an estimated $300K.
  • Cypress Wealth Services first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q4 2020 and held it in 3 quarters.
  • Cypress Wealth Services's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $300K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.