Ownership history in Cypress Wealth Services, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Cypress Wealth Services, LLC reported a position in ISHARES TR (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,562 | -31 | -0.9% | 0.06% | $368K | $102.02 |
| 2025 Q2 | REDUCED | 3,593 | -1,781 | -33.1% | 0.07% | $370K | $100.45 |
| 2022 Q3 | ADDED | 5,374 | +2,201 | +69.4% | 0.18% | $521K | $86.95 |
| 2022 Q2 | REDUCED | 3,173 | -4 | -0.1% | 0.10% | $322K | $89.46 |
| 2022 Q1 | INITIATED | 3,177 | — | — | 0.09% | $333K | $90.44 |
As of 2025 Q4 — sorted by position size