Confluence Investment Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
79,369
+67,047
| +544% | +$1.69M | 0.03% | 170 |
|
|
2025
Q1 | $309K | Buy |
12,322
+183
| +2% | +$4.58K | ﹤0.01% | 263 |
|
|
2024
Q4 | $303K | Hold |
12,139
| – | – | ﹤0.01% | 270 |
|
|
2024
Q3 | $309K | Buy |
12,139
+490
| +4% | +$12.5K | ﹤0.01% | 271 |
|
|
2024
Q2 | $290K | Sell |
11,649
-1,237
| -10% | -$30.8K | ﹤0.01% | 272 |
|
|
2024
Q1 | $325K | Hold |
12,886
| – | – | ﹤0.01% | 267 |
|
|
2023
Q4 | $330K | Sell |
12,886
-1
| -0% | -$26 | ﹤0.01% | 267 |
|
|
2023
Q3 | $308K | Buy |
+12,887
| New | +$308K | ﹤0.01% | 258 |
|