Cyndeo Wealth Partners, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 16,212 shares of IGEB stock, worth $739,753. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,212

Previous 15,046 7.75%

Holding current value

$739,753

Previous $692,000 6.79%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$45.63 - $46.44 $53,204 - $54,149	1,166 Added 7.75%	16,212 $739,000
Q3 2025 Oct 10, 2025	BUY	$44.82 - $46.28 $17,703 - $18,280	395 Added 2.7%	15,046 $692,000
Q2 2025 Jul 24, 2025	BUY	$43.65 - $45.44 $64,732 - $67,387	1,483 Added 11.26%	14,651 $665,000
Q1 2025 Apr 17, 2025	BUY	$43.76 - $45.31 $74,348 - $76,981	1,699 Added 14.81%	13,168 $592,000
Q4 2024 Jan 21, 2025	SELL	$44.21 - $46.46 $397,668 - $417,907	-8,995 Reduced 43.96%	11,469 $508,000

Q3 2024 Oct 18, 2024	BUY	$43.99 - $46.63 $126,823 - $134,434	2,883 Added 16.4%	20,464 $950,000
Q2 2024 Jul 30, 2024	BUY	$43.4 - $44.71 $451,924 - $465,565	10,413 Added 145.27%	17,581 $779,000
Q1 2024 Apr 16, 2024	BUY	$44.2 - $45.3 $316,825 - $324,710	7,168 New	7,168 $321,000

Others Institutions Holding IGEB

# of Institutions

194

Shares Held

28.3M

Call Options Held

Put Options Held

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About ISHARES TR EDGE INVT GRADE ENH

Ticker IGEB
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Cyndeo Wealth Partners, LLC Ishares Tr Edge Invt Grade Enh Transaction History