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Ishares Tr ibonds dec shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Ishares Tr ibonds dec (IBMM) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Ishares Tr ibonds dec

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All positions including Ishares Tr ibonds dec held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 150k 25.95
2023-12-31 $3.9M 150k 25.93
2023-09-30 $4.6M 178k 25.69
2023-06-30 $4.6M 179k 25.76
2023-03-31 $4.7M 183k 25.87
2022-12-31 $3.8M 149k 25.75