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Confluence Investment Management’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Confluence Investment Management’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.22M Buy
87,480
+771
+0.9% +$19.5K 0.03% 142
2026
Q1 		$2.2M Buy
86,709
+5,267
+6% +$135K 0.03% 143
2025
Q4 		$2.07M Buy
81,442
+7,507
+10% +$191K 0.03% 159
2025
Q3 		$1.89M Sell
73,935
-5,434
-7% -$138K 0.03% 164
2025
Q2 		$2M Buy
79,369
+67,047
+544% +$1.67M 0.03% 170
2025
Q1 		$309K Buy
12,322
+183
+2% +$4.59K ﹤0.01% 263
2024
Q4 		$303K Hold
12,139
– – ﹤0.01% 270
2024
Q3 		$309K Buy
12,139
+490
+4% +$12.3K ﹤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% -$25 ﹤0.01% 267
2023
Q3 		$308K Buy
+12,887
New +$317K ﹤0.01% 258

Other funds holding IBMR

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Confluence Investment Management's IBMR Position: Q2 2026 in Review

Confluence Investment Management increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.89% in Q2 2026, buying an estimated $19.5K and bringing the position to 87,480 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #142.

Confluence Investment Management first reported a position in IBMR in Q3 2023 and has held it in 12 quarters since. 46 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Confluence Investment Management held 87,480 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.22M as of Q2 2026.
  • Confluence Investment Management bought 771 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $19.5K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.03% of Confluence Investment Management's portfolio in Q2 2026, its #142 holding.
  • Confluence Investment Management first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.