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Ishares Tr edge invt grde shares owned by Cypress Wealth Services

Quarter-by-quarter ownership of Ishares Tr edge invt grde (IGEB) shares owned by Cypress Wealth Services from 13F filings

Historical chart of Cypress Wealth Services investment in Ishares Tr edge invt grde

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge invt grde 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 invt grde by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $526k 11k 46.47
2024-06-30 $496k 11k 44.36

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Blackrock Etf Trust Us Eqt Factor (DYNF)
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Ishares Tr S&p 500 Val Etf (IVE)
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View all positions for Cypress Wealth Services

Top funds holding Ishares Tr edge invt grde

Envestnet Asset Management
LPL Financial
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
CWM
Hennion & Walsh Asset Management
Bank of America Corporation
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Mml Investors Services
Janney Montgomery Scott
Fundamentun
Cetera Investment Advisers
Ameliora Wealth Management

View all funds holding Ishares Tr edge invt grde