CWP
IBMN

Cyndeo Wealth Partners’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-133,984
Closed -$3.59M – 493
2025
Q3 		$3.59M Buy
133,984
+115
+0.1% +$3.08K 0.2% 117
2025
Q2 		$3.58M Sell
133,869
-7,993
-6% -$213K 0.21% 118
2025
Q1 		$3.79M Sell
141,862
-24,568
-15% -$656K 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% -$98.4K 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% -$430K 0.36% 87
2023
Q3 		$4.23M Sell
162,078
-1,831
-1% -$48.1K 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% +$840K 0.51% 56
2022
Q4 		$3.87M Buy
+146,929
New +$3.85M 0.46% 73

Other funds holding IBMN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cyndeo Wealth Partners's IBMN Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 133,984 shares — an estimated $3.59M sold.

Cyndeo Wealth Partners first reported a position in IBMN in Q4 2022 and held it in 12 quarters. The position peaked at $4.75M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

  • Cyndeo Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 133,984 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $3.59M.
  • Cyndeo Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2022 and held it in 12 quarters.
  • Cyndeo Wealth Partners's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $4.75M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.