Cyndeo Wealth Partners »

Ishares Ibonds Dec 2024 Term T shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2024 Term T by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $303k 13k 23.94

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Ishares Ibonds Dec 2024 Term T

Captrust Financial Advisors
Bank of America Corporation
UBS Group
Wells Fargo & Company
Hills Bank And Trust Company
Campbell Wealth Management
InterOcean Capital Group
Royal Bank of Canada
Capital Investment Advisors
Stifel Financial
CliftonLarsonAllen Wealth Advisors
Ambassador Advisors
Rockefeller Capital Management
Financial Strategies Group
MV Capital Management

View all funds holding Ishares Ibonds Dec 2024 Term T