CWP
IBMM

Cyndeo Wealth Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$422K 0.3% 89
2024
Q2 		$3.83M Sell
146,895
-3,325
-2% -$86.4K 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% -$710K 0.36% 86
2023
Q3 		$4.56M Sell
177,599
-1,848
-1% -$47.6K 0.48% 64
2023
Q2 		$4.62M Sell
179,447
-3,304
-2% -$85K 0.48% 57
2023
Q1 		$4.73M Buy
182,751
+34,195
+23% +$882K 0.51% 58
2022
Q4 		$3.83M Buy
+148,556
New +$3.81M 0.45% 75

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cyndeo Wealth Partners's IBMM Position: Q4 2024 in Review

Cyndeo Wealth Partners sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 163,102 shares — an estimated $4.26M sold.

Cyndeo Wealth Partners first reported a position in IBMM in Q4 2022 and held it in 8 quarters. The position peaked at $4.73M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Cyndeo Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 163,102 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $4.26M.
  • Cyndeo Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2022 and held it in 8 quarters.
  • Cyndeo Wealth Partners's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.73M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.