Cyndeo Wealth Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
133,532
-28,322
| -17% | -$726K | 0.2% | 123 |
|
|
2025
Q1 | $4.14M | Sell |
161,854
-11,128
| -6% | -$284K | 0.27% | 102 |
|
|
2024
Q4 | $4.4M | Buy |
172,982
+7,518
| +5% | +$191K | 0.3% | 94 |
|
|
2024
Q3 | $4.24M | Buy |
165,464
+17,541
| +12% | +$450K | 0.3% | 94 |
|
|
2024
Q2 | $3.75M | Sell |
147,923
-3,070
| -2% | -$77.7K | 0.29% | 99 |
|
|
2024
Q1 | $3.83M | Buy |
150,993
+50
| +0% | +$1.27K | 0.32% | 97 |
|
|
2023
Q4 | $3.85M | Sell |
150,943
-17,407
| -10% | -$444K | 0.36% | 88 |
|
|
2023
Q3 | $4.18M | Sell |
168,350
-1,500
| -0.9% | -$37.2K | 0.44% | 72 |
|
|
2023
Q2 | $4.28M | Sell |
169,850
-15,547
| -8% | -$391K | 0.45% | 64 |
|
|
2023
Q1 | $4.73M | Buy |
185,397
+30,242
| +19% | +$772K | 0.51% | 57 |
|
|
2022
Q4 | $3.91M | Buy |
+155,155
| New | +$3.91M | 0.46% | 71 |
|