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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$304K 0.05% 257
2024
Q1 		$303K Buy
+12,647
New +$302K 0.03% 325

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cyndeo Wealth Partners's IBTE Position: Q4 2024 in Review

Cyndeo Wealth Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 30,220 shares — an estimated $725K sold.

Cyndeo Wealth Partners first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $725K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Cyndeo Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 30,220 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $725K.
  • Cyndeo Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Cyndeo Wealth Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $725K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.