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Cyndeo Wealth Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.94M Buy
194,124
+56,794
+41% +$1.45M 0.26% 97
2025
Q4 		$3.49M Buy
137,330
+20,635
+18% +$524K 0.19% 119
2025
Q3 		$2.97M Sell
116,695
-707
-0.6% -$18K 0.17% 137
2025
Q2 		$2.98M Sell
117,402
-10,695
-8% -$269K 0.18% 135
2025
Q1 		$3.24M Sell
128,097
-11,986
-9% -$303K 0.21% 123
2024
Q4 		$3.52M Buy
140,083
+10,230
+8% +$259K 0.24% 107
2024
Q3 		$3.3M Buy
129,853
+20,914
+19% +$529K 0.23% 119
2024
Q2 		$2.72M Sell
108,939
-2,013
-2% -$50.3K 0.21% 130
2024
Q1 		$2.79M Buy
110,952
+35,402
+47% +$895K 0.23% 121
2023
Q4 		$1.92M Buy
+75,550
New +$1.88M 0.18% 146

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return