Fund Activity
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Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Stock index based on fund manager activity updated each quarter
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CWS
Cypress Wealth Services’s
iShares Core 1-5 Year USD Bond ETF
ISTB
Stock Holding History
Cypress Wealth Services’s Portfolio
ISTB Stock Details
ISTB Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-4,321
Closed
-$218K
–
281
2020
Q1
$218K
Sell
4,321
-1,079
-
20
%
-$54.4K
0.06%
217
2019
Q4
$272K
Sell
5,400
-33,780
-
86
%
-$1.7M
0.07%
201
2019
Q3
$1.98M
Buy
+39,180
New
+$1.98M
0.54%
58
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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