Confluence Investment Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.33M | Sell |
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|
2025
Q2 | $2.51M | Buy |
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|
2025
Q1 | $833K | Sell |
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|
2024
Q4 | $837K | Sell |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $308K | Hold |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $306K | Sell |
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|
2022
Q4 | $644K | Sell |
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|
2022
Q3 | $6.16M | Sell |
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|
2022
Q2 | $6.6M | Buy |
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|
2022
Q1 | $6.62M | Buy |
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|
2021
Q4 | $6.72M | Buy |
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|
2021
Q3 | $6.55M | Buy |
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|
2021
Q2 | $6.45M | Buy |
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|
2021
Q1 | $5.89M | Buy |
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|
2020
Q4 | $5.58M | Sell |
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|
2020
Q3 | $5.53M | Buy |
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|
2020
Q2 | $5.35M | Sell |
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|
2020
Q1 | $5.31M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5.06M | Buy |
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