Cyndeo Wealth Partners
IBMR icon

Cyndeo Wealth Partners’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.79M Buy
193,513
+17,639
+10% +$444K 0.22% 112
2026
Q2 		$4.47M Buy
175,874
+15,046
+9% +$381K 0.21% 117
2026
Q1 		$4.08M Buy
160,828
+118,779
+282% +$3.04M 0.21% 115
2025
Q4 		$1.07M Buy
+42,049
New +$1.07M 0.06% 229

Other funds holding IBMR

Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 10% in Q3 2026, buying an estimated $444K and bringing the position to 193,513 shares worth $4.79M. The position accounts for 0.22% of the portfolio, ranked #112.

Cyndeo Wealth Partners first reported a position in IBMR in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold IBMR as of Q3 2026.

  • Cyndeo Wealth Partners held 193,513 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $4.79M as of Q3 2026.
  • Cyndeo Wealth Partners bought 17,639 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q3 2026, an estimated $444K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.22% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #112 holding.
  • Cyndeo Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q3 2026.

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