Confluence Investment Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$3.11M Sell
2018
Q1
$3.17M Buy
2017
Q4
$3.12M Buy
2017
Q3
$3.08M Buy
2017
Q2
$2.99M Buy
2017
Q1
$2.92M Buy
2016
Q4
$2.73M Buy
2016
Q3
$2.43M Buy
2016
Q2
$1.92M Buy
2016
Q1
$1.48M Buy
2015
Q4
$1.26M Buy
2015
Q3
$1.12M Sell
2015
Q2
$1.11M Buy
2015
Q1
$960K Buy