Cyndeo Wealth Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
133,869
-7,993
| -6% | -$214K | 0.21% | 118 |
|
|
2025
Q1 | $3.79M | Sell |
141,862
-24,568
| -15% | -$657K | 0.25% | 108 |
|
|
2024
Q4 | $4.43M | Buy |
166,430
+7,124
| +4% | +$190K | 0.3% | 93 |
|
|
2024
Q3 | $4.25M | Buy |
159,306
+16,485
| +12% | +$439K | 0.3% | 93 |
|
|
2024
Q2 | $3.78M | Sell |
142,821
-3,724
| -3% | -$98.6K | 0.3% | 98 |
|
|
2024
Q1 | $3.88M | Buy |
146,545
+830
| +0.6% | +$22K | 0.32% | 95 |
|
|
2023
Q4 | $3.87M | Sell |
145,715
-16,363
| -10% | -$434K | 0.36% | 87 |
|
|
2023
Q3 | $4.23M | Sell |
162,078
-1,831
| -1% | -$47.8K | 0.44% | 71 |
|
|
2023
Q2 | $4.32M | Sell |
163,909
-14,733
| -8% | -$388K | 0.45% | 63 |
|
|
2023
Q1 | $4.75M | Buy |
178,642
+31,713
| +22% | +$844K | 0.51% | 56 |
|
|
2022
Q4 | $3.87M | Buy |
+146,929
| New | +$3.87M | 0.46% | 73 |
|