Cyndeo Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 166,430 shares of IBMN stock, worth $4.44 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

166,430

Previous 159,306 4.47%

Holding current value

$4.44 Million

Previous $4.25 Million 4.31%

% of portfolio

0.31%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$26.55 - $26.67 $189,142 - $189,997	7,124 Added 4.47%	166,430 $4.43 Million
Q3 2024 Oct 18, 2024	BUY	$26.42 - $26.67 $435,533 - $439,654	16,485 Added 11.54%	159,306 $4.25 Million
Q2 2024 Jul 30, 2024	SELL	$26.34 - $26.49 $98,090 - $98,648	-3,724 Reduced 2.54%	142,821 $3.78 Million
Q1 2024 Apr 16, 2024	BUY	$26.4 - $26.55 $21,912 - $22,036	830 Added 0.57%	146,545 $3.88 Million
Q4 2023 Jan 12, 2024	SELL	$26.02 - $26.55 $425,765 - $434,437	-16,363 Reduced 10.1%	145,715 $3.87 Million
Q3 2023 Oct 10, 2023	SELL	$26.08 - $26.38 $47,752 - $48,301	-1,831 Reduced 1.12%	162,078 $4.23 Million
Q2 2023 Jul 27, 2023	SELL	$26.14 - $26.64 $385,120 - $392,487	-14,733 Reduced 8.25%	163,909 $4.32 Million
Q1 2023 Apr 21, 2023	BUY	$26.16 - $26.7 $829,612 - $846,737	31,713 Added 21.58%	178,642 $4.75 Million
Q4 2022 Jan 25, 2023	BUY	$25.83 - $26.5 $3.8 Million - $3.89 Million	146,929 New	146,929 $0

Others Institutions Holding IBMN

# of Institutions

169

Shares Held

18.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBMN
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Cyndeo Wealth Partners, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History