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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cyndeo Wealth Partners's IBMP Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 5.1% in Q2 2026, buying an estimated $252K and bringing the position to 204,049 shares worth $5.19M. The position accounts for 0.24% of the portfolio, ranked #101.

Cyndeo Wealth Partners first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Cyndeo Wealth Partners held 204,049 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $5.19M as of Q2 2026.
Cyndeo Wealth Partners bought 9,925 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $252K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.24% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #101 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 11 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.