CWP
Cyndeo Wealth Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
348,032
+3,349
| +1% | +$178K | 1.1% | 15 |
|
|
2025
Q1 | $18.1M | Buy |
344,683
+28,225
| +9% | +$1.48M | 1.19% | 15 |
|
|
2024
Q4 | $16.3M | Buy |
316,458
+7,668
| +2% | +$395K | 1.1% | 18 |
|
|
2024
Q3 | $16.6M | Buy |
308,790
+300,800
| +3,765% | +$16.2M | 1.16% | 18 |
|
|
2024
Q2 | $410K | Sell |
7,990
-415
| -5% | -$21.3K | 0.03% | 298 |
|
|
2024
Q1 | $434K | Sell |
8,405
-2,287
| -21% | -$118K | 0.04% | 273 |
|
|
2023
Q4 | $556K | Buy |
10,692
+2,037
| +24% | +$106K | 0.05% | 238 |
|
|
2023
Q3 | $421K | Buy |
+8,655
| New | +$421K | 0.04% | 235 |
|