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Ishares Tr edge us fixd inm shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge us fixd inm by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $505k 5.6k 89.76

More positions owned by Cypress Wealth Services

Apple (AAPL)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
NVIDIA Corporation (NVDA)

View all positions for Cypress Wealth Services

Top funds holding Ishares Tr edge us fixd inm

Park Avenue Securities
BlackRock
Ameriprise Financial
Stratos Wealth Partners
Kelly Financial Services
Citadel Advisors
Triad Wealth Partners
Perigon Wealth Management
Sharkey, Howes & Javer
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
TSA Wealth Managment
Swp Financial
Ethos Capital Management
Optivise Advisory Services
Assetmark

View all funds holding Ishares Tr edge us fixd inm