Cyndeo Wealth Partners’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,252	Closed	-$228K	–	391
2023 Q4	$228K	Hold	5,252	–	–	0.02%	339
2023 Q3	$216K	Sell	5,252 -4,683	-47%	-$193K	0.02%	314
2023 Q2	$428K	Hold	9,935	–	–	0.04%	229
2023 Q1	$435K	Buy	+9,935	New	+$435K	0.05%	229