Cyndeo Wealth Partners’s iShares MBS ETF MBB Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$824K	Buy
2025 Q2	$799K	Buy
2025 Q1	$701K	Sell
2024 Q4	$895K	Buy
2024 Q3	$866K	Buy
2024 Q2	$755K	Buy
2024 Q1	$658K	Buy
2023 Q4	$479K	Buy