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Cyndeo Wealth Partners’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Cyndeo Wealth Partners’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-29,036
Closed -$1.38M – 407
2024
Q1 		$1.38M Buy
+29,036
New +$1.38M 0.11% 177

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cyndeo Wealth Partners's ISTB Position: Q2 2024 in Review

Cyndeo Wealth Partners sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q2 2024, closing a stake of 29,036 shares — an estimated $1.38M sold.

Cyndeo Wealth Partners first reported a position in ISTB in Q1 2024 and held it in 1 quarter. The position peaked at $1.38M in Q1 2024. 370 funds tracked by Wall St. Rank hold ISTB as of Q2 2024.

  • Cyndeo Wealth Partners reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 29,036 iShares Core 1-5 Year USD Bond ETF shares in Q2 2024, an estimated $1.38M.
  • Cyndeo Wealth Partners first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2024 and held it in 1 quarter.
  • Cyndeo Wealth Partners's iShares Core 1-5 Year USD Bond ETF position peaked at $1.38M in Q1 2024.
  • 370 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2024, filed 30 Jul 2024.