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Ishares Ibonds Dec 2029 Muni Etf shares owned by Cypress Point Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Cypress Point Wealth Management from 13F filings

Historical chart of Cypress Point Wealth Management investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf 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 Ibonds Dec 2029 Muni Etf by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 119k 25.49
2024-06-30 $2.9M 118k 24.86
2024-03-31 $3.0M 117k 25.25
2023-12-31 $3.0M 117k 25.60

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View all positions for Cypress Point Wealth Management

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Hartland & Co
Envestnet Asset Management
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Bank of America Corporation
Raymond James Financial Services Advisors
Cypress Point Wealth Management
Praetorian Wealth Management
Central Trust & Investment
Sound View Wealth Advisors Group
Quantum Financial Advisors
Crumly & Associates
Raymond James & Associates
LPL Financial

View all funds holding Ishares Ibonds Dec 2029 Muni Etf