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

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 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 121,517 shares of IBMQ stock, worth $3.1 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
121,517
Previous 96,764 25.58%
Holding current value
$3.1 Million
Previous $2.48 Million 24.87%
% of portfolio
0.18%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$25.48 - $25.62 $630,706 - $634,171
24,753 Added 25.58%
121,517 $3.1 Million
Q3 2025

Oct 10, 2025
SELL
$25.37 - $25.79 $13,192 - $13,410
-520 Reduced 0.53%
96,764 $2.48 Million
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
183
Shares Held
18.6M
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
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