Cyndeo Wealth Partners
IBMP icon

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
Q3 		$5.3M Buy
210,042
+5,993
+3% +$152K 0.24% 102
2026
Q2 		$5.19M Buy
204,049
+9,925
+5% +$252K 0.24% 101
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

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
SCG
Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Cyndeo Wealth Partners's IBMP Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.9% in Q3 2026, buying an estimated $152K and bringing the position to 210,042 shares worth $5.3M. The position accounts for 0.24% of the portfolio, ranked #102.

Cyndeo Wealth Partners first reported a position in IBMP in Q4 2023 and has held it in 12 quarters since. 51 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Cyndeo Wealth Partners held 210,042 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $5.3M as of Q3 2026.
  • Cyndeo Wealth Partners bought 5,993 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $152K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.24% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #102 holding.
  • Cyndeo Wealth Partners first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.