CIM
IBMD

Confluence Investment Management’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Confluence Investment Management’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
2014
Q4 		$1.14M Buy
2014
Q3 		$1.04M Buy
2014
Q2 		$960K Buy
2014
Q1 		$808K Buy
2013
Q4 		$686K Buy
2013
Q3 		$536K Buy
2013
Q2 		$448K Buy