Confluence Investment Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
2015
Q4
$2.74M Buy
2015
Q3
$2.44M Sell
2015
Q2
$2.44M Buy
2015
Q1
$2.1M Buy
2014
Q4
$1.8M Buy
2014
Q3
$1.58M Buy
2014
Q2
$1.46M Buy
2014
Q1
$1.23M Buy
2013
Q4
$1.04M Buy
2013
Q3
$540K Buy
2013
Q2
$448K Buy