Cyndeo Wealth Partners, LLC Ishares U.S. Treasury Bond ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 68,349 shares of GOVT stock, worth $1.53 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

68,349

Previous 64,012 6.78%

Holding current value

$1.53 Million

Previous $1.5 Million 4.6%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.39 - $23.45 $97,105 - $101,702	4,337 Added 6.78%	68,349 $1.57 Million
Q3 2024 Oct 18, 2024	BUY	$22.38 - $23.66 $113,086 - $119,553	5,053 Added 8.57%	64,012 $1.5 Million
Q2 2024 Jul 30, 2024	SELL	$22.12 - $22.75 $154 - $159	-7 Reduced 0.01%	58,959 $1.33 Million
Q1 2024 Apr 16, 2024	BUY	$22.51 - $23.08 $524,392 - $537,671	23,296 Added 65.31%	58,966 $1.34 Million
Q4 2023 Jan 12, 2024	BUY	$21.6 - $23.13 $249,739 - $267,429	11,562 Added 47.96%	35,670 $821,000
Q3 2023 Oct 10, 2023	SELL	$21.99 - $23.01 $26,607 - $27,842	-1,210 Reduced 4.78%	24,108 $531,000
Q2 2023 Jul 27, 2023	SELL	$22.87 - $23.59 $313,433 - $323,300	-13,705 Reduced 35.12%	25,318 $579,000
Q1 2023 Apr 21, 2023	SELL	$22.54 - $23.5 $22 - $23	-1 Reduced -0.0%	39,023 $912,000
Q4 2022 Jan 25, 2023	BUY	$22.18 - $23.3 $865,552 - $909,259	39,024 New	39,024 $0

Others Institutions Holding GOVT

# of Institutions

782

Shares Held

1.06B

Call Options Held

7.5K

Put Options Held

761K

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

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Cyndeo Wealth Partners, LLC Ishares U.S. Treasury Bond ETF Transaction History