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
2025 Q3	$1.89M	Sell
2025 Q2	$2M	Buy
2025 Q1	$309K	Buy
2024 Q4	$303K	Hold
2024 Q3	$309K	Buy
2024 Q2	$290K	Sell
2024 Q1	$325K	Hold
2023 Q4	$330K	Sell
2023 Q3	$308K	Buy