Confluence Investment Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Confluence Investment Management’s Portfolio IBDY Stock Details IBDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$7.96M	Sell
2025 Q1	$7.89M	Sell
2024 Q4	$7.81M	Buy
2024 Q3	$8.15M	Sell
2024 Q2	$8.04M	Sell
2024 Q1	$8.19M	Buy