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Confluence Investment Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Confluence Investment Management’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-298,135
Closed -$7.61M – 295
2025
Q4 		$7.61M Buy
+298,135
New +$7.63M 0.11% 112
2025
Q3 		– Sell
-401,503
Closed -$10.2M – 301
2025
Q2 		$10.2M Sell
401,503
-5,931
-1% -$147K 0.14% 108
2025
Q1 		$10.2M Sell
407,434
-3,738
-0.9% -$92.5K 0.15% 107
2024
Q4 		$10.1M Buy
411,172
+1,809
+0.4% +$45.3K 0.14% 107
2024
Q3 		$10.5M Buy
+409,363
New +$10.3M 0.14% 109

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Confluence Investment Management's IBDX Position: Q1 2026 in Review

Confluence Investment Management sold out of iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q1 2026, closing a stake of 298,135 shares — an estimated $7.61M sold.

Confluence Investment Management first reported a position in IBDX in Q3 2024 and held it in 5 quarters. The position peaked at $10.5M in Q3 2024. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Confluence Investment Management reported no remaining iShares iBonds Dec 2032 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Confluence Investment Management sold 298,135 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $7.61M.
  • Confluence Investment Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2024 and held it in 5 quarters.
  • Confluence Investment Management's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $10.5M in Q3 2024.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

Based on Confluence Investment Management's 13F filing for Q1 2026, filed 1 Apr 2026.