Cypress Wealth Services, LLC XTEN Holdings History
Cypress Wealth Services, LLC's BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF Holding Summary
As of 2025-03-31, Cypress Wealth Services, LLC held 31,032.00 shares of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF(XTEN), totaling $1.45 Mil. This investment constitutes 0.29% of their stock portfolio, and Cypress Wealth Services, LLC now holds 0.26% of the outstanding BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF(XTEN) stock.
The initial trade took place in 2025Q1. And since then Cypress Wealth Services, LLC has made 1 purchases of XTEN, at an average price of $45.54, for a total of 31,032.00 shares. Based on historical transaction data and XTEN's current price of $45.22, Cypress Wealth Services, LLC's estimated gain on his XTEN holdings is $-9,930.24, reflecting a -0.70% gain to date.
Cypress Wealth Services, LLC XTEN ($45.22) Holding Chart
Cypress Wealth Services, LLC XTEN ($45.22) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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