Confluence Investment Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $310K | Hold |
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2025
Q2 | $310K | Hold |
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|
2025
Q1 | $310K | Buy |
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|
2024
Q4 | $304K | Hold |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $4.61M | Buy |
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|
2022
Q1 | $4.52M | Buy |
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|
2021
Q4 | $4.23M | Buy |
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|
2021
Q3 | $4.13M | Buy |
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|
2021
Q2 | $4.02M | Buy |
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|
2021
Q1 | $3.87M | Buy |
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|
2020
Q4 | $3.56M | Sell |
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|
2020
Q3 | $3.6M | Sell |
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|
2020
Q2 | $3.76M | Sell |
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|
2020
Q1 | $3.76M | Buy |
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|
2019
Q4 | $3.52M | Sell |
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|
2019
Q3 | $3.63M | Buy |
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|
2019
Q2 | $3.52M | Sell |
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|
2019
Q1 | $3.52M | Buy |
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