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Confluence Investment Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Confluence Investment Management’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$695K Sell
27,520
-4,316
-14% -$109K 0.01% 238
2026
Q2 		$809K Sell
31,836
-370
-1% -$9.39K 0.01% 235
2026
Q1 		$819K Buy
32,206
+442
+1% +$11.3K 0.01% 235
2025
Q4 		$806K Sell
31,764
-4,554
-13% -$116K 0.01% 241
2025
Q3 		$925K Sell
36,318
-3,499
-9% -$89K 0.01% 223
2025
Q2 		$1.01M Sell
39,817
-736
-2% -$18.5K 0.01% 205
2025
Q1 		$1.03M Sell
40,553
-268
-0.7% -$6.76K 0.01% 201
2024
Q4 		$1.03M Sell
40,821
-435
-1% -$11K 0.01% 204
2024
Q3 		$1.05M Buy
41,256
+997
+2% +$25.2K 0.01% 203
2024
Q2 		$1.01M Buy
40,259
+9,325
+30% +$233K 0.01% 203
2024
Q1 		$779K Buy
30,934
+18,417
+147% +$465K 0.01% 213
2023
Q4 		$318K Buy
12,517
+285
+2% +$7.08K ﹤0.01% 268
2023
Q3 		$299K Sell
12,232
-94,379
-89% -$2.35M ﹤0.01% 261
2023
Q2 		$2.67M Sell
106,611
-1,104
-1% -$27.8K 0.04% 165
2023
Q1 		$2.74M Buy
107,715
+97,275
+932% +$2.46M 0.04% 166
2022
Q4 		$262K Sell
10,440
-206,196
-95% -$5.1M ﹤0.01% 278
2022
Q3 		$5.28M Sell
216,636
-7,502
-3% -$189K 0.09% 129
2022
Q2 		$5.64M Buy
224,138
+1,110
+0.5% +$27.8K 0.09% 131
2022
Q1 		$5.67M Buy
223,028
+19,023
+9% +$498K 0.08% 143
2021
Q4 		$5.52M Buy
204,005
+5,383
+3% +$145K 0.07% 142
2021
Q3 		$5.37M Buy
198,622
+4,241
+2% +$115K 0.08% 148
2021
Q2 		$5.28M Buy
194,381
+5,569
+3% +$151K 0.07% 147
2021
Q1 		$5.09M Buy
188,812
+17,671
+10% +$480K 0.07% 146
2020
Q4 		$4.67M Sell
171,141
-2,486
-1% -$67.4K 0.07% 149
2020
Q3 		$4.7M Sell
173,627
-6,013
-3% -$163K 0.08% 132
2020
Q2 		$4.82M Sell
179,640
-5,453
-3% -$144K 0.08% 133
2020
Q1 		$4.82M Buy
+185,093
New +$4.84M 0.09% 123
2019
Q4 		– Sell
-175,509
Closed -$4.57M – 296
2019
Q3 		$4.57M Buy
+175,509
New +$4.57M 0.07% 156

Other funds holding IBMP

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Confluence Investment Management's IBMP Position: Q3 2026 in Review

Confluence Investment Management reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 14% in Q3 2026, selling an estimated $109K and leaving 27,520 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #238.

Confluence Investment Management first reported a position in IBMP in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.67M in Q1 2022. 19 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

  • Confluence Investment Management held 27,520 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $695K as of Q3 2026.
  • Confluence Investment Management sold 4,316 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2026, an estimated $109K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.01% of Confluence Investment Management's portfolio in Q3 2026, its #238 holding.
  • Confluence Investment Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Confluence Investment Management's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $5.67M in Q1 2022.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.