CWP
IBMM
Cyndeo Wealth Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-163,102
| Closed | -$4.26M | – | 471 |
|
|
2024
Q3 | $4.26M | Buy |
163,102
+16,207
| +11% | +$423K | 0.3% | 89 |
|
|
2024
Q2 | $3.83M | Sell |
146,895
-3,325
| -2% | -$86.6K | 0.3% | 96 |
|
|
2024
Q1 | $3.9M | Buy |
150,220
+146
| +0.1% | +$3.79K | 0.32% | 94 |
|
|
2023
Q4 | $3.89M | Sell |
150,074
-27,525
| -15% | -$714K | 0.36% | 86 |
|
|
2023
Q3 | $4.56M | Sell |
177,599
-1,848
| -1% | -$47.5K | 0.48% | 64 |
|
|
2023
Q2 | $4.62M | Sell |
179,447
-3,304
| -2% | -$85.1K | 0.48% | 57 |
|
|
2023
Q1 | $4.73M | Buy |
182,751
+34,195
| +23% | +$885K | 0.51% | 58 |
|
|
2022
Q4 | $3.83M | Buy |
+148,556
| New | +$3.83M | 0.45% | 75 |
|