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Ishares Tr ibonds dec2026 shares owned by Cypress Point Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Cypress Point Wealth Management from 13F filings

Historical chart of Cypress Point Wealth Management investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 held by Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 59k 24.07
2024-09-30 $753k 31k 24.30

More positions owned by Cypress Point Wealth Management

Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Tesla Motors (TSLA)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Cypress Point Wealth Management

Top funds holding Ishares Tr ibonds dec2026

Bank of America Corporation
Ameriprise Financial
Wells Fargo & Company
Envestnet Asset Management
Mercer Global Advisors
LPL Financial
Capital Advisors
Hm Payson & Co
Shufro Rose & Co
Lido Advisors
Raymond James Financial Services Advisors
Gratus Wealth Advisors
Royal Bank of Canada
Sound View Wealth Advisors Group
Pamela Horwath

View all funds holding Ishares Tr ibonds dec2026