CWP
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Cyndeo Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cyndeo Wealth Partners’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,933
Closed -$204K – 490
2025
Q1 		$204K Sell
1,933
-117
-6% -$12.4K 0.01% 432
2024
Q4 		$216K Buy
+2,050
New +$216K 0.01% 421