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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.47M	Sell	97,284 -10,483	-10%	-$266K	0.15%	149
2025 Q1	$2.73M	Buy	107,767 +19,397	+22%	+$491K	0.18%	136
2024 Q4	$2.23M	Buy	+88,370	New	+$2.23M	0.15%	149