CWP
Cyndeo Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
7,772
| – | – | 0.02% | 328 |
|
|
2025
Q1 | $407K | Sell |
7,772
-970
| -11% | -$50.8K | 0.03% | 322 |
|
|
2024
Q4 | $452K | Hold |
8,742
| – | – | 0.03% | 309 |
|
|
2024
Q3 | $460K | Sell |
8,742
-147
| -2% | -$7.74K | 0.03% | 310 |
|
|
2024
Q2 | $455K | Buy |
8,889
+1,117
| +14% | +$57.2K | 0.04% | 292 |
|
|
2024
Q1 | $399K | Sell |
7,772
-2,974
| -28% | -$153K | 0.03% | 289 |
|
|
2023
Q4 | $551K | Sell |
10,746
-147
| -1% | -$7.54K | 0.05% | 240 |
|
|
2023
Q3 | $543K | Buy |
+10,893
| New | +$543K | 0.06% | 216 |
|