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

Cyndeo Wealth Partners’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$198K 0.02% 314
2023
Q2 		$428K Hold
9,935
– – 0.04% 229
2023
Q1 		$435K Buy
+9,935
New +$432K 0.05% 229

Other funds holding IMTB

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cyndeo Wealth Partners's IMTB Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q1 2024, closing a stake of 5,252 shares — an estimated $228K sold.

Cyndeo Wealth Partners first reported a position in IMTB in Q1 2023 and held it in 4 quarters. The position peaked at $435K in Q1 2023. 44 funds tracked by Wall St. Rank hold IMTB as of Q1 2024.

  • Cyndeo Wealth Partners reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 5,252 iShares Core 5-10 Year USD Bond ETF shares in Q1 2024, an estimated $228K.
  • Cyndeo Wealth Partners first reported a position in iShares Core 5-10 Year USD Bond ETF in Q1 2023 and held it in 4 quarters.
  • Cyndeo Wealth Partners's iShares Core 5-10 Year USD Bond ETF position peaked at $435K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.