Cyndeo Wealth Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Cyndeo Wealth Partners, LLC

  • $1.61 Billion
  • Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 97,284 shares of IBMQ stock, worth $2.49 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
97,284
Previous 107,767 9.73%
Holding current value
$2.49 Million
Previous $2.73 Million 9.32%
% of portfolio
0.15%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$24.88 - $25.41 $260,817 - $266,373
-10,483 Reduced 9.73%
97,284 $2.47 Million
Q1 2025

Apr 17, 2025
BUY
$25.08 - $25.39 $486,476 - $492,489
19,397 Added 21.95%
107,767 $2.73 Million
Q4 2024

Jan 21, 2025
BUY
$25.06 - $25.59 $2.21 Million - $2.26 Million
88,370 New
88,370 $2.23 Million

Others Institutions Holding IBMQ

# of Institutions
167
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
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