Cyndeo Wealth Partners, LLC STIP holdings history
ISHARES 0-5 YEAR TIPS BOND E · CUSIP 46429B747 · CIK 1950947
As of 2026-06-30, Cyndeo Wealth Partners, LLC reported 2.91K STIP (shares), valued at $296.90K, or 0.01% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares unchanged; reported value decreased 1.23%, and weight changed -0.01 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% | 2,906 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 0.02% | 2,906 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 0.03% | 4,866 | SEC filing ↗Filed Jan 7, 2026 |
| Q3 2025 | 0.03% | 4,564 | SEC filing ↗Filed Oct 10, 2025 |
| Q2 2025 | 0.03% | 4,562 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 0.03% | 4,994 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 0.04% | 5,734 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 0.05% | 6,381 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 1.26% | 161,621 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 1.29% | 155,586 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 1.41% | 154,857 | SEC filing ↗Filed Jan 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.41% | 154,857 | $15.27M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 1.29% | 155,586 | $15.47M | Shares increased 0.47%; reported value increased 1.33%, and weight changed -0.12 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% | 161,621 | $16.08M | Shares increased 3.88%; reported value increased 3.94%, and weight changed -0.03 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% | 6,381 | $646.54K | Shares decreased 96.05%; reported value decreased 95.98%, 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% | 5,734 | $576.83K | Shares decreased 10.14%; reported value decreased 10.78%, 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 | 0.03% | 4,994 | $516.72K | Shares decreased 12.91%; reported value decreased 10.42%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 0.03% | 4,562 | $469.47K | Shares decreased 8.65%; reported value decreased 9.14%, 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 | 0.03% | 4,564 | $471.77K | Shares increased 0.04%; reported value increased 0.49%, 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 | 0.03% | 4,866 | $498.25K | Shares increased 6.62%; reported value increased 5.61%, 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 | 0.02% | 2,906 | $300.58K | Shares decreased 40.28%; reported value decreased 39.67%, 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% | 2,906 | $296.90K | Shares unchanged; reported value decreased 1.23%, and weight changed -0.01 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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