Confluence Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.75M | Sell |
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|
2025
Q2 | $1.87M | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $1.92M | Buy |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $2.68M | Sell |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $4.22M | Sell |
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|
2022
Q2 | $4.94M | Buy |
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|
2022
Q1 | $4.95M | Buy |
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|
2021
Q4 | $4.69M | Buy |
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|
2021
Q3 | $4.34M | Sell |
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|
2021
Q2 | $4.98M | Buy |
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|
2021
Q1 | $4.11M | Buy |
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|
2020
Q4 | $3.9M | Sell |
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|
2020
Q3 | $3.9M | Buy |
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|
2020
Q2 | $3.77M | Sell |
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|
2020
Q1 | $3.77M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.58M | Buy |
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