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Ishares Ibonds Dec 2029 Term T shares owned by Cypress Point Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Cypress Point Wealth Management from 13F filings

Historical chart of Cypress Point Wealth Management investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T 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 Term T by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0M 120k 25.35

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)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Eqt Etf (AVUS)
Exxon Mobil Corporation (XOM)

View all positions for Cypress Point Wealth Management

Top funds holding Ishares Ibonds Dec 2029 Term T

Morgan Stanley
Bank of America Corporation
Mercer Global Advisors
Wells Fargo & Company
TRUE Private Wealth Advisors
Brookstone Capital Management
Financial Advisory Corp
Raymond James Financial
Asset Advisors Investment Management
Envestnet Asset Management
United Capital Financial Advisers
Hengehold Capital Management
Ameriprise Financial
Stifel Financial
Atwood & Palmer

View all funds holding Ishares Ibonds Dec 2029 Term T