Cyndeo Wealth Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.73M	Buy	188,114 +8,601	+5%	+$219K	0.21%	113
2026 Q2	$4.59M	Buy	179,513 +16,500	+10%	+$421K	0.22%	114
2026 Q1	$4.16M	Buy	163,013 +41,496	+34%	+$1.06M	0.22%	113
2025 Q4	$3.11M	Buy	121,517 +24,753	+26%	+$632K	0.17%	129
2025 Q3	$2.48M	Sell	96,764 -520	-0.5%	-$13.3K	0.14%	148
2025 Q2	$2.47M	Sell	97,284 -10,483	-10%	-$264K	0.15%	149
2025 Q1	$2.73M	Buy	107,767 +19,397	+22%	+$490K	0.18%	136
2024 Q4	$2.23M	Buy	+88,370	New	+$2.24M	0.15%	149

Other funds holding IBMQ

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.8% in Q3 2026, buying an estimated $219K and bringing the position to 188,114 shares worth $4.73M. The position accounts for 0.21% of the portfolio, ranked #113.

Cyndeo Wealth Partners first reported a position in IBMQ in Q4 2024 and has held it in 8 quarters since. 131 funds tracked by Wall St. Rank hold IBMQ as of Q3 2026.

Cyndeo Wealth Partners held 188,114 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $4.73M as of Q3 2026.
Cyndeo Wealth Partners bought 8,601 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2026, an estimated $219K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.21% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #113 holding.
Cyndeo Wealth Partners first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
131 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2026.

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