Cypress Wealth Services’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$648K Buy
8,088
+103
+1% +$7.99K 0.08% 189
2026
Q1
$560K Buy
7,985
+937
+13% +$68.8K 0.08% 206
2025
Q4
$522K Sell
7,048
-43
-0.6% -$3.16K 0.07% 206
2025
Q3
$515K Buy
7,091
+180
+3% +$12.6K 0.08% 178
2025
Q2
$465K Buy
+6,911
New +$429K 0.08% 180

Other funds holding LCTU

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

Cypress Wealth Services increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 1.3% in Q2 2026, buying an estimated $7.99K and bringing the position to 8,088 shares worth $648K. The position accounts for 0.08% of the portfolio, ranked #189.

Cypress Wealth Services first reported a position in LCTU in Q2 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Cypress Wealth Services held 8,088 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $648K as of Q2 2026.
  • Cypress Wealth Services bought 103 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $7.99K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #189 holding.
  • Cypress Wealth Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

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