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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-174,206
Closed -$4.45M – 384
2023
Q3 		$4.45M Buy
174,206
+150
+0.1% +$3.82K 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% +$825K 0.51% 60
2022
Q4 		$3.88M Buy
+153,066
New +$3.87M 0.46% 72

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Cyndeo Wealth Partners's IBML Position: Q4 2023 in Review

Cyndeo Wealth Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 174,206 shares — an estimated $4.45M sold.

Cyndeo Wealth Partners first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $4.72M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Cyndeo Wealth Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 174,206 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $4.45M.
  • Cyndeo Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • Cyndeo Wealth Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $4.72M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.