Cyndeo Wealth Partners
IBD icon

Cyndeo Wealth Partners’s Inspire Corporate Bond ETF IBD Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$645K Buy
28,043
+3,112
+12% +$73.3K 0.03% 331
2026
Q2 		$593K Buy
24,931
+476
+2% +$11.4K 0.03% 326
2026
Q1 		$583K Buy
24,455
+13,057
+115% +$315K 0.03% 303
2025
Q4 		$276K Buy
11,398
+2
+0% +$48 0.01% 412
2025
Q3 		$275K Sell
11,396
-732
-6% -$17.6K 0.02% 405
2025
Q2 		$291K Buy
12,128
+120
+1% +$2.84K 0.02% 389
2025
Q1 		$285K Buy
12,008
+353
+3% +$8.34K 0.02% 371
2024
Q4 		$273K Buy
11,655
+2
+0% +$47 0.02% 377
2024
Q3 		$281K Sell
11,653
-10,056
-46% -$240K 0.02% 381
2024
Q2 		$506K Buy
21,709
+1,340
+7% +$31.2K 0.04% 279
2024
Q1 		$478K Buy
20,369
+3,428
+20% +$80.6K 0.04% 265
2023
Q4 		$400K Buy
16,941
+3
+0% +$69 0.04% 273
2023
Q3 		$383K Buy
16,938
+1,840
+12% +$42.2K 0.04% 245
2023
Q2 		$349K Buy
15,098
+422
+3% +$9.8K 0.04% 249
2023
Q1 		$344K Buy
14,676
+357
+2% +$8.29K 0.04% 248
2022
Q4 		$330K Buy
+14,319
New +$327K 0.04% 251

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LVZ Inc
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Range Financial Group
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TA
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Cyndeo Wealth Partners's IBD Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Inspire Corporate Bond ETF (IBD) stake by 12% in Q3 2026, buying an estimated $73.3K and bringing the position to 28,043 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #331.

Cyndeo Wealth Partners first reported a position in IBD in Q4 2022 and has held it in 16 quarters since. 44 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

  • Cyndeo Wealth Partners held 28,043 shares of Inspire Corporate Bond ETF worth $645K as of Q3 2026.
  • Cyndeo Wealth Partners bought 3,112 Inspire Corporate Bond ETF shares in Q3 2026, an estimated $73.3K.
  • Inspire Corporate Bond ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #331 holding.
  • Cyndeo Wealth Partners first reported a position in Inspire Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 44 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.