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Ishares Tr cr 5 10 yr etf shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Ishares Tr cr 5 10 yr etf (IMTB) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Ishares Tr cr 5 10 yr etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cr 5 10 yr etf 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 cr 5 10 yr etf by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $228k 5.3k 43.50
2023-09-30 $216k 5.3k 41.18
2023-06-30 $428k 9.9k 43.07
2023-03-31 $435k 9.9k 43.80

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 Tr cr 5 10 yr etf

Mariner Wealth Advisors
PFG Advisors
TAP Consulting
Phillips Financial Management
Citadel Advisors
Baird Financial
Bank of America Corporation
Jane Street
UBS Group
Royal Bank of Canada
Wealth Enhancement Advisory Services
Advisor Group Holdings
Spectrum Wealth Counsel
Commonwealth Equity Services
Robertson Stephens Wealth Management

View all funds holding Ishares Tr cr 5 10 yr etf