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Ishares Tr core strm usbd shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd 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 core strm usbd by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 29k 47.44

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 core strm usbd

State of Wisconsin Investment Board
Charles Schwab Investment Management
Trust Point
Bank of America Corporation
Spinnaker Trust
Raymond James & Associates
UBS Group
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Wells Fargo & Company
Prosperity Planning
MBL Wealth
Jpmorgan Chase & Co
Courage Miller Partners

View all funds holding Ishares Tr core strm usbd