Cyndeo Wealth Partners
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Cyndeo Wealth Partners’s iShares iBonds Dec 2033 Term Muni Bond ETF IBMV Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBMV Stock Details IBMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$252K Buy
+10,544
New +$262K 0.01% 494

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

Cyndeo Wealth Partners opened a new position in iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) in Q3 2026: 10,544 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings.

7 funds tracked by Wall St. Rank hold IBMV as of Q3 2026.

  • Cyndeo Wealth Partners held 10,544 shares of iShares iBonds Dec 2033 Term Muni Bond ETF worth $252K as of Q3 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF was a new Cyndeo Wealth Partners position in Q3 2026.
  • iShares iBonds Dec 2033 Term Muni Bond ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #494 holding.
  • 7 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Muni Bond ETF as of Q3 2026.

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