Cypress Wealth Services, LLC Buys Independence Realty Trust Inc, iShares Fallen Angels USD Bond ...
Investment company Cypress Wealth Services, LLC (Current Portfolio) buys Independence Realty Trust Inc, iShares Fallen Angels USD Bond ETF, iShares TIPS Bond ETF, iShares Core Total USD Bond Market ETF, BTC iShares MSCI EAFE Value ETF, sells iShares 1-3 Year Credit Bond ETF, iShares iBoxx USD Investment Grade Corporate Bond , Invesco BulletShares 2021 Corporate Bond ETF, International Business Machines Corp, iShares 0-5 Year High Yield Corporate Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Cypress Wealth Services, LLC. As of 2021Q4, Cypress Wealth Services, LLC owns 228 stocks with a total value of $365 million. These are the details of the buys and sells.
New Purchases: IRT, IVLU, BLL, OEF, TFI, SUSL, CMDY, TLH, LAND, HPQ, LDEM, RBLX, FAUG, UNP, SBUX, OMC, FE,
Added Positions: FALN, TIP, ESGU, IUSB, EFV, VTIP, AGG, IEFA, EFG, USMV, VCSH, SCHD, IYE, IXG, IJR, PFF, SDOG, SPY, IEF, BSCM, YJUN, HUT, MBB, DVY, DFAS, QUAL, AMZN, TSLA, BA, VO, VDC, VB, RMI, RMI, SPLG, NVDA, MSFT, LYG, IEMG, GOOGL, F, ENB, CMCSA, V, SUB, AMGN, VWO, DIS, ARKK, WMT, SHOP, IQV, COMT, BKNG, EBAY, PM, VDE, D, ABC, SRC, AXP, CVS, UNH, T, SCHW, PEP, DUK, EIX, TXN, BSCN, BSCO, LAMR, IJH, BSCP, PG, IBDN, NFLX, ORCL,
Reduced Positions: IGSB, LQD, ESGE, MUB, IHI, SHYG, VOO, PYPL, WFC, NEAR, GOVT, JPM, IXN, MCD, GBIL, XOM, SCHZ, ITOT, TLT, KO, HD, PFE, LOW, BABA, IYG, GSLC, MTUM, IBDQ, BSCQ, FTC, VZ, BLK, BMY, CVX, LMT, WPM, BSCR, FNV, FB, BND, SQ, BITF, BAC, VIG, FEX, INTC, SCHE, SCHA, BIV, PLUG, MDYV, TMO, LGLV, HIVE, MA, IBDO, IBDR,
Sold Out: BSCL, IBM, FFEB, JHB, FIV, ALK, COP, FJUN, IBDM, DFEB, MMM, KMB, BGIO, ARKG,
For the details of Cypress Wealth Services, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/cypress+wealth+services%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Cypress Wealth Services, LLC
iShares Core S&P 500 ETF (IVV) - 52,611 shares, 6.88% of the total portfolio. Shares added by 0.09%
Apple Inc (AAPL) - 128,781 shares, 6.27% of the total portfolio. Shares reduced by 0.64%
iShares MSCI USA ESG Optimized ETF (ESGU) - 199,318 shares, 5.89% of the total portfolio. Shares added by 6.98%
Vanguard Mega Cap Growth ETF (MGK) - 39,130 shares, 2.80% of the total portfolio. Shares added by 0.48%
BTC iShares MSCI EAFE Growth ETF (EFG) - 79,195 shares, 2.39% of the total portfolio. Shares added by 5.58%
New Purchase: Independence Realty Trust Inc (IRT)
Cypress Wealth Services, LLC initiated holding in Independence Realty Trust Inc. The purchase prices were between $20.65 and $25.83, with an estimated average price of $23.75. The stock is now traded at around $23.270000. The impact to a portfolio due to this purchase was 0.86%. The holding were 122,064 shares as of 2021-12-31.
New Purchase: iShares MSCI Intl Value Factor ETF (IVLU)
Cypress Wealth Services, LLC initiated holding in iShares MSCI Intl Value Factor ETF. The purchase prices were between $24.03 and $25.86, with an estimated average price of $25.28. The stock is now traded at around $26.880000. The impact to a portfolio due to this purchase was 0.24%. The holding were 34,560 shares as of 2021-12-31.
New Purchase: Ball Corp (BLL)
Cypress Wealth Services, LLC initiated holding in Ball Corp. The purchase prices were between $87.48 and $96.88, with an estimated average price of $92.47. The stock is now traded at around $89.550000. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,481 shares as of 2021-12-31.
New Purchase: iShares S&P 100 ETF (OEF)
Cypress Wealth Services, LLC initiated holding in iShares S&P 100 ETF. The purchase prices were between $196.36 and $220.94, with an estimated average price of $211.69. The stock is now traded at around $210.900000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,211 shares as of 2021-12-31.
New Purchase: iShares ESG MSCI USA Leaders ETF (SUSL)
Cypress Wealth Services, LLC initiated holding in iShares ESG MSCI USA Leaders ETF. The purchase prices were between $75.3 and $84.98, with an estimated average price of $81.6. The stock is now traded at around $80.100000. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,390 shares as of 2021-12-31.
New Purchase: SPDR Nuveen Bloomberg Municipal Bond ETF (TFI)
Cypress Wealth Services, LLC initiated holding in SPDR Nuveen Bloomberg Municipal Bond ETF. The purchase prices were between $51.05 and $51.8, with an estimated average price of $51.45. The stock is now traded at around $51.050000. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,714 shares as of 2021-12-31.
Added: iShares Fallen Angels USD Bond ETF (FALN)
Cypress Wealth Services, LLC added to a holding in iShares Fallen Angels USD Bond ETF by 115.69%. The purchase prices were between $29.31 and $30.2, with an estimated average price of $29.76. The stock is now traded at around $29.290000. The impact to a portfolio due to this purchase was 0.42%. The holding were 94,395 shares as of 2021-12-31.
Added: iShares TIPS Bond ETF (TIP)
Cypress Wealth Services, LLC added to a holding in iShares TIPS Bond ETF by 96.72%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $125.310000. The impact to a portfolio due to this purchase was 0.4%. The holding were 23,014 shares as of 2021-12-31.
Added: iShares Core Total USD Bond Market ETF (IUSB)
Cypress Wealth Services, LLC added to a holding in iShares Core Total USD Bond Market ETF by 20.80%. The purchase prices were between $52.47 and $53.31, with an estimated average price of $52.9. The stock is now traded at around $51.680000. The impact to a portfolio due to this purchase was 0.3%. The holding were 120,763 shares as of 2021-12-31.
Added: BTC iShares MSCI EAFE Value ETF (EFV)
Cypress Wealth Services, LLC added to a holding in BTC iShares MSCI EAFE Value ETF by 20.27%. The purchase prices were between $47.67 and $51.35, with an estimated average price of $50.11. The stock is now traded at around $52.800000. The impact to a portfolio due to this purchase was 0.25%. The holding were 106,991 shares as of 2021-12-31.
Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)
Cypress Wealth Services, LLC added to a holding in Vanguard Short-Term Inflation-Protected Securities by 20.25%. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $50.960000. The impact to a portfolio due to this purchase was 0.2%. The holding were 83,795 shares as of 2021-12-31.
Added: BTC iShares Core MSCI EAFE ETF (IEFA)
Cypress Wealth Services, LLC added to a holding in BTC iShares Core MSCI EAFE ETF by 38.48%. The purchase prices were between $71.13 and $76.32, with an estimated average price of $74.06. The stock is now traded at around $73.650000. The impact to a portfolio due to this purchase was 0.13%. The holding were 23,608 shares as of 2021-12-31.
Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)
Cypress Wealth Services, LLC sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.
Sold Out: International Business Machines Corp (IBM)
Cypress Wealth Services, LLC sold out a holding in International Business Machines Corp. The sale prices were between $115.81 and $138.13, with an estimated average price of $125.15.
Sold Out: FT Cboe Vest U.S. Equity Buffer ETF - February (FFEB)
Cypress Wealth Services, LLC sold out a holding in FT Cboe Vest U.S. Equity Buffer ETF - February. The sale prices were between $36.58 and $38.5, with an estimated average price of $37.82.
Sold Out: FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM (FIV)
Cypress Wealth Services, LLC sold out a holding in FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM . The sale prices were between $9.64 and $9.74, with an estimated average price of $9.7.
Sold Out: Nuveen High Income Nov 2021 Target Term Fund (JHB)
Cypress Wealth Services, LLC sold out a holding in Nuveen High Income Nov 2021 Target Term Fund. The sale prices were between $9.37 and $9.4, with an estimated average price of $9.39.
Sold Out: Alaska Air Group Inc (ALK)
Cypress Wealth Services, LLC sold out a holding in Alaska Air Group Inc. The sale prices were between $46.29 and $62.09, with an estimated average price of $53.98.
Here is the complete portfolio of Cypress Wealth Services, LLC. Also check out:
1. Cypress Wealth Services, LLC's Undervalued Stocks
2. Cypress Wealth Services, LLC's Top Growth Companies, and
3. Cypress Wealth Services, LLC's High Yield stocks
4. Stocks that Cypress Wealth Services, LLC keeps buyingThis article first appeared on GuruFocus.
