Cyndeo Wealth Partners
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Cyndeo Wealth Partners’s iShares iBonds Dec 2034 Term Muni Bond ETF IBMW Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBMW Stock Details IBMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$253K Buy
+10,697
New +$264K 0.01% 493

Other funds holding IBMW

Heritage Family Offices
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Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Addison Advisors
Addison Advisors Middlebury, Vermont $217M AUM 11.49% 1-Year Est. Return

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

Cyndeo Wealth Partners opened a new position in iShares iBonds Dec 2034 Term Muni Bond ETF (IBMW) in Q3 2026: 10,697 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

5 funds tracked by Wall St. Rank hold IBMW as of Q3 2026.

  • Cyndeo Wealth Partners held 10,697 shares of iShares iBonds Dec 2034 Term Muni Bond ETF worth $253K as of Q3 2026.
  • iShares iBonds Dec 2034 Term Muni Bond ETF was a new Cyndeo Wealth Partners position in Q3 2026.
  • iShares iBonds Dec 2034 Term Muni Bond ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #493 holding.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Muni Bond ETF as of Q3 2026.

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