Cyndeo Wealth Partners’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
117,402
-10,695
| -8% | -$271K | 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% | +$257K | 0.24% | 107 |
|
|
2024
Q3 | $3.3M | Buy |
129,853
+20,914
| +19% | +$532K | 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% | +$891K | 0.23% | 121 |
|
|
2023
Q4 | $1.92M | Buy |
+75,550
| New | +$1.92M | 0.18% | 146 |
|