Confluence Investment Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Confluence Investment Management’s Portfolio IBTL Stock Details IBTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.11M	Sell
2025 Q2	$6.25M	Sell
2025 Q1	$6.24M	Buy
2022 Q4	–	Sell
2022 Q3	$2.41M	Buy