Cyndeo Wealth Partners, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Cyndeo Wealth Partners, LLC

$1.27 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 16, 2024	BUY	$47.16 - $47.73 $1.37 Million - $1.39 Million	29,036 New	29,036 $1.38 Million

Others Institutions Holding ISTB

# of Institutions

393

Shares Held

58M

Call Options Held

0

Put Options Held

100

Acorns Advisers, LLC Irvine, CA

9.75M
Shares

$471 Million
4.95% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$234 Million
0.63% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.12M
Shares

$151 Million
0.03% of portfolio
Trust Point Inc. La Crosse, WI

3.1M
Shares

$150 Million
11.79% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$86.1 Million
0.0% of portfolio

About IHARES CORE 1-5 YEARS USD BOND

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