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Cypress Wealth Services’s iShares US Infrastructure ETF IFRA Stock Holding History

Cypress Wealth Services’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$376K Sell
5,964
-1,835
-24% -$112K 0.05% 291
2026
Q1 		$446K Sell
7,799
-390
-5% -$22.4K 0.06% 239
2025
Q4 		$431K Sell
8,189
-2,155
-21% -$114K 0.06% 226
2025
Q3 		$546K Sell
10,344
-609
-6% -$31.2K 0.09% 173
2025
Q2 		$539K Sell
10,953
-450
-4% -$20.9K 0.1% 164
2025
Q1 		$514K Sell
11,403
-36,631
-76% -$1.71M 0.1% 154
2024
Q4 		$2.22M Buy
48,034
+632
+1% +$30.6K 0.45% 50
2024
Q3 		$2.23M Buy
47,402
+725
+2% +$32.3K 0.46% 48
2024
Q2 		$1.97M Buy
46,677
+2,516
+6% +$108K 0.44% 53
2024
Q1 		$1.91M Buy
44,161
+1,269
+3% +$50.9K 0.45% 53
2023
Q4 		$1.73M Buy
42,892
+8,160
+23% +$304K 0.43% 49
2023
Q3 		$1.27M Buy
34,732
+3,521
+11% +$137K 0.35% 59
2023
Q2 		$1.24M Buy
31,211
+5,205
+20% +$194K 0.32% 62
2023
Q1 		$971K Buy
26,006
+2,277
+10% +$86K 0.28% 68
2022
Q4 		$860K Buy
23,729
+887
+4% +$31.7K 0.28% 76
2022
Q3 		$748K Sell
22,842
-4,193
-16% -$151K 0.25% 84
2022
Q2 		$920K Buy
+27,035
New +$998K 0.29% 73

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Cypress Wealth Services reduced its iShares US Infrastructure ETF (IFRA) stake by 24% in Q2 2026, selling an estimated $112K and leaving 5,964 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #291.

Cypress Wealth Services first reported a position in IFRA in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.23M in Q3 2024. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Cypress Wealth Services held 5,964 shares of iShares US Infrastructure ETF worth $376K as of Q2 2026.
  • Cypress Wealth Services sold 1,835 iShares US Infrastructure ETF shares in Q2 2026, an estimated $112K.
  • iShares US Infrastructure ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #291 holding.
  • Cypress Wealth Services first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 17 quarters since.
  • Cypress Wealth Services's iShares US Infrastructure ETF position peaked at $2.23M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

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