CWP
IBML

Cyndeo Wealth Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-174,206
Closed -$4.45M – 384
2023
Q3 		$4.45M Buy
174,206
+150
+0.1% +$3.83K 0.46% 67
2023
Q2 		$4.44M Sell
174,056
-11,512
-6% -$293K 0.46% 62
2023
Q1 		$4.72M Buy
185,568
+32,502
+21% +$827K 0.51% 60
2022
Q4 		$3.88M Buy
+153,066
New +$3.88M 0.46% 72