Cyndeo Wealth Partners’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Cyndeo Wealth Partners’s Portfolio IGSB Stock Details IGSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$412K	Buy
2025 Q2	$410K	Hold
2025 Q1	$407K	Sell
2024 Q4	$452K	Hold
2024 Q3	$460K	Sell
2024 Q2	$455K	Buy
2024 Q1	$399K	Sell
2023 Q4	$551K	Sell
2023 Q3	$543K	Buy