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Confluence Investment Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Confluence Investment Management’s Portfolio IBMO Stock Details IBMO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.87M Sell
72,848
-2,619
-3% -$67.1K 0.03% 173
2025
Q1 		$1.93M Sell
75,467
-11
-0% -$281 0.03% 181
2024
Q4 		$1.92M Buy
75,478
+1,184
+2% +$30.1K 0.03% 181
2024
Q3 		$1.91M Buy
74,294
+3,360
+5% +$86.2K 0.03% 182
2024
Q2 		$1.8M Buy
70,934
+1,716
+2% +$43.4K 0.03% 185
2024
Q1 		$1.75M Buy
69,218
+57,032
+468% +$1.45M 0.02% 181
2023
Q4 		$311K Hold
12,186
– – ﹤0.01% 273
2023
Q3 		$302K Sell
12,186
-94,169
-89% -$2.34M ﹤0.01% 259
2023
Q2 		$2.68M Sell
106,355
-1,222
-1% -$30.8K 0.04% 164
2023
Q1 		$2.75M Buy
107,577
+97,141
+931% +$2.48M 0.04% 165
2022
Q4 		$263K Sell
10,436
-161,069
-94% -$4.06M ﹤0.01% 277
2022
Q3 		$4.22M Sell
171,505
-23,561
-12% -$580K 0.07% 150
2022
Q2 		$4.94M Buy
195,066
+1,011
+0.5% +$25.6K 0.08% 145
2022
Q1 		$4.95M Buy
194,055
+19,669
+11% +$502K 0.07% 154
2021
Q4 		$4.69M Buy
174,386
+13,037
+8% +$350K 0.06% 155
2021
Q3 		$4.34M Sell
161,349
-23,144
-13% -$622K 0.06% 161
2021
Q2 		$4.98M Buy
184,493
+31,321
+20% +$845K 0.07% 150
2021
Q1 		$4.11M Buy
153,172
+9,338
+6% +$251K 0.06% 160
2020
Q4 		$3.9M Sell
143,834
-1,233
-0.8% -$33.4K 0.06% 158
2020
Q3 		$3.91M Buy
145,067
+3,500
+2% +$94.2K 0.06% 144
2020
Q2 		$3.78M Sell
141,567
-4,495
-3% -$120K 0.06% 149
2020
Q1 		$3.77M Buy
+146,062
New +$3.77M 0.07% 144
2019
Q4 		– Sell
-138,027
Closed -$3.58M – 295
2019
Q3 		$3.58M Buy
+138,027
New +$3.58M 0.06% 163