THRO — BLACKROCK ETF TRUST

Ownership history in Cypress Wealth Services, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Cypress Wealth Services, LLC reported a position in BLACKROCK ETF TRUST (THRO). 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.

Peak position
1.22% (2025 Q3)
Avg. % of fund
1.21%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 222,410 +25,606 +13.0% 1.19% $8.6M $38.54
2025 Q3 ADDED 196,804 +6,831 +3.6% 1.22% $7.5M $37.83
2025 Q2 INITIATED 189,973 — — 1.21% $6.8M $35.52
% of Fund (quarterly)    THRO price (monthly, adj. close)

Other funds also holding THRO

As of 2025 Q4 — sorted by position size

EQ LLC 3Y 4.31% SOFI WEALTH, LLC 3Y 4.07% Kilter Group LLC 3.66% Goldstein Advisors, LLC 3Y 3.61% West Wealth Group, LLC 3Y 3.49% Scarborough Advisors, LLC 3Y 3.27% MA Private Wealth 3Y 7Y 3.07% Keystone Financial Services 3Y 2.97% ShoreHaven Wealth Partners, LLC 3Y 2.9% MCMORGAN & CO LLC 3Y 7Y 2.86%
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