CWP
IBTE

Cyndeo Wealth Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cyndeo Wealth Partners’s Portfolio IBTE Stock Details IBTE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30,220
Closed -$725K – 469
2024
Q3 		$725K Buy
30,220
+4,871
+19% +$117K 0.05% 255
2024
Q2 		$608K Buy
25,349
+12,702
+100% +$305K 0.05% 257
2024
Q1 		$303K Buy
+12,647
New +$303K 0.03% 325