Ownership history in Cypress Wealth Services, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Cypress Wealth Services, LLC reported a position in ISHARES TR (IUSB). 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 Q4 | ADDED | 150,758 | +8,799 | +6.2% | 0.97% | $7.0M | $46.22 |
| 2025 Q3 | REDUCED | 141,959 | -21,000 | -12.9% | 1.09% | $6.6M | $45.75 |
| 2025 Q2 | REDUCED | 162,959 | -8,845 | -5.1% | 1.35% | $7.5M | $44.80 |
| 2025 Q1 | REDUCED | 171,804 | -12,978 | -7.0% | 1.61% | $7.9M | $44.18 |
| 2024 Q4 | REDUCED | 184,782 | -24,309 | -11.6% | 1.68% | $8.4M | $43.04 |
| 2024 Q3 | ADDED | 209,091 | +22,370 | +12.0% | 2.04% | $9.9M | $44.26 |
| 2024 Q2 | REDUCED | 186,721 | -16,431 | -8.1% | 1.88% | $8.4M | $42.05 |
| 2024 Q1 | ADDED | 203,152 | +47,549 | +30.6% | 2.16% | $9.3M | $41.97 |
| 2023 Q4 | REDUCED | 155,603 | -72,929 | -31.9% | 1.79% | $7.2M | $42.15 |
| 2023 Q3 | REDUCED | 228,532 | -5,042 | -2.2% | 2.77% | $10.0M | $39.50 |
As of 2025 Q4 — sorted by position size