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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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. 144 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.
144 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.