Number of Shares
31,032.00
Current Holdings Value*
$1.45 Mil
% of Portfolio
0.29%
Total Estimate Gain
$-9,930.24
% of Total Estimate Gain
-0.70%

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 %

Top Ranked Articles

  • 1