Cypress Wealth Services’s iShares Large Cap 10% Target Buffer Sep ETF STEN Stock Holding History

Cypress Wealth Services’s Portfolio STEN Stock Details STEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345K	Hold	12,510	–	–	0.04%	307
2026 Q1	$310K	Hold	12,510	–	–	0.04%	297
2025 Q4	$320K	Buy	+12,510	New	+$317K	0.04%	286

Other funds holding STEN

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Cypress Wealth Services held its iShares Large Cap 10% Target Buffer Sep ETF (STEN) position steady in Q2 2026 at 12,510 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #307.

Cypress Wealth Services first reported a position in STEN in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold STEN as of Q2 2026.

Cypress Wealth Services held 12,510 shares of iShares Large Cap 10% Target Buffer Sep ETF worth $345K as of Q2 2026.
Cypress Wealth Services left its iShares Large Cap 10% Target Buffer Sep ETF share count unchanged in Q2 2026.
iShares Large Cap 10% Target Buffer Sep ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #307 holding.
Cypress Wealth Services first reported a position in iShares Large Cap 10% Target Buffer Sep ETF in Q4 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held iShares Large Cap 10% Target Buffer Sep ETF as of Q2 2026.

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