Cyndeo Wealth Partners, LLC TIP holdings history
ISHARES TIPS BOND ETF · CUSIP 464287176 · CIK 1950947
As of 2026-06-30, Cyndeo Wealth Partners, LLC reported 2.46K TIP (shares), valued at $269.60K, or 0.01% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares increased 4.94%; reported value increased 4.03%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.01% | 2,464 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 0.01% | 2,348 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 0.02% | 2,602 | SEC filing ↗Filed Jan 7, 2026 |
| Q3 2025 | 0.02% | 3,120 | SEC filing ↗Filed Oct 10, 2025 |
| Q2 2025 | 0.02% | 3,331 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 0.02% | 3,424 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 0.04% | 5,379 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 0.05% | 5,979 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 1.26% | 151,097 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 1.32% | 147,979 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 1.43% | 143,791 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 1.75% | 162,053 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.75% | 162,053 | $16.81M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 1.43% | 143,791 | $15.46M | Shares decreased 11.27%; reported value decreased 8.04%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 1.32% | 147,979 | $15.89M | Shares increased 2.91%; reported value increased 2.84%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2024 |
| Q2 2024 | 1.26% | 151,097 | $16.13M | Shares increased 2.11%; reported value increased 1.51%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 0.05% | 5,979 | $660.51K | Shares decreased 96.04%; reported value decreased 95.91%, and weight changed -1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 0.04% | 5,379 | $573.08K | Shares decreased 10.04%; reported value decreased 13.24%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 0.02% | 3,424 | $380.34K | Shares decreased 36.35%; reported value decreased 33.63%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 0.02% | 3,331 | $366.56K | Shares decreased 2.72%; reported value decreased 3.62%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 0.02% | 3,120 | $346.99K | Shares decreased 6.33%; reported value decreased 5.34%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2025 |
| Q4 2025 | 0.02% | 2,602 | $286.01K | Shares decreased 16.60%; reported value decreased 17.57%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2026 |
| Q1 2026 | 0.01% | 2,348 | $259.15K | Shares decreased 9.76%; reported value decreased 9.39%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 0.01% | 2,464 | $269.60K | Shares increased 4.94%; reported value increased 4.03%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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