Cyndeo Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History

Cyndeo Wealth Partners, LLC

$1.61 Billion
Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 117,402 shares of IBMP stock, worth $2.99 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

117,402

Previous 128,097 8.35%

Holding current value

$2.99 Million

Previous $3.24 Million 8.09%

% of portfolio

0.18%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$24.98 - $25.35 $267,161 - $271,118	-10,695 Reduced 8.35%	117,402 $2.98 Million
Q1 2025 Apr 17, 2025	SELL	$25.1 - $25.34 $300,848 - $303,725	-11,986 Reduced 8.56%	128,097 $3.24 Million
Q4 2024 Jan 21, 2025	BUY	$25.08 - $25.43 $256,568 - $260,148	10,230 Added 7.88%	140,083 $3.52 Million
Q3 2024 Oct 18, 2024	BUY	$24.92 - $25.47 $521,176 - $532,679	20,914 Added 19.2%	129,853 $3.3 Million
Q2 2024 Jul 30, 2024	SELL	$24.83 - $25.08 $49,982 - $50,486	-2,013 Reduced 1.81%	108,939 $2.72 Million
Q1 2024 Apr 16, 2024	BUY	$25.17 - $25.41 $891,068 - $899,564	35,402 Added 46.86%	110,952 $2.79 Million
Q4 2023 Jan 12, 2024	BUY	$24.36 - $25.42 $1.84 Million - $1.92 Million	75,550 New	75,550 $1.92 Million

Others Institutions Holding IBMP

# of Institutions

183

Shares Held

20.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMP
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Cyndeo Wealth Partners, LLC Ishares Tr Ibonds December 202 Transaction History