CWP
IBMO icon

Cyndeo Wealth Partners’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.86M Buy
189,709
+43,398
+30% +$1.11M 0.26% 98
2025
Q4 		$3.75M Buy
146,311
+12,559
+9% +$322K 0.2% 113
2025
Q3 		$3.43M Buy
133,752
+220
+0.2% +$5.64K 0.19% 126
2025
Q2 		$3.42M Sell
133,532
-28,322
-17% -$723K 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% +$192K 0.3% 94
2024
Q3 		$4.24M Buy
165,464
+17,541
+12% +$448K 0.3% 94
2024
Q2 		$3.75M Sell
147,923
-3,070
-2% -$77.5K 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% -$437K 0.36% 88
2023
Q3 		$4.18M Sell
168,350
-1,500
-0.9% -$37.6K 0.44% 72
2023
Q2 		$4.28M Sell
169,850
-15,547
-8% -$393K 0.45% 64
2023
Q1 		$4.73M Buy
185,397
+30,242
+19% +$767K 0.51% 57
2022
Q4 		$3.91M Buy
+155,155
New +$3.87M 0.46% 71

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.13B AUM 23.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.61B AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return