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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
2023-12-31 $3.0M 117k 25.60

More positions owned by Cypress Point Wealth Management

Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 25 (IBMN)
Ishares Tr Ibonds Dec 2029 (IBMR)
Ishares Tr Ibonds Dec 28 (IBMQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Cypress Point Wealth Management

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Wilbanks Smith & Thomas Asset Management
HighTower Advisors
Gateway Advisory
Crumly & Associates
Cypress Point Wealth Management
Raymond James Financial Services Advisors
Praetorian Wealth Management
Sound View Wealth Advisors Group
Central Trust & Investment
Little House Capital
Raymond James & Associates
James Investment Research
Klingman & Associates
Rockefeller Capital Management
FF Advisors

View all funds holding Ishares Ibonds Dec 2029 Muni Etf