CWP
IBMQ icon

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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 10% in Q2 2026, buying an estimated $421K and bringing the position to 179,513 shares worth $4.59M. The position accounts for 0.22% of the portfolio, ranked #114.

Cyndeo Wealth Partners first reported a position in IBMQ in Q4 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Cyndeo Wealth Partners held 179,513 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $4.59M as of Q2 2026.
  • Cyndeo Wealth Partners bought 16,500 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $421K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.22% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #114 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 7 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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