CIM
Confluence Investment Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.87M | Buy |
428,490
+2,137
| +0.5% | +$49.2K | 0.14% | 109 |
|
|
2025
Q1 | $9.76M | Buy |
426,353
+293
| +0.1% | +$6.71K | 0.14% | 110 |
|
|
2024
Q4 | $9.46M | Buy |
426,060
+7,465
| +2% | +$166K | 0.13% | 111 |
|
|
2024
Q3 | $9.83M | Sell |
418,595
-11,516
| -3% | -$270K | 0.13% | 111 |
|
|
2024
Q2 | $9.65M | Sell |
430,111
-990
| -0.2% | -$22.2K | 0.14% | 111 |
|
|
2024
Q1 | $9.77M | Buy |
431,101
+3,510
| +0.8% | +$79.6K | 0.13% | 108 |
|
|
2023
Q4 | $9.88M | Sell |
427,591
-21,593
| -5% | -$499K | 0.14% | 110 |
|
|
2023
Q3 | $9.88M | Sell |
449,184
-5,795
| -1% | -$127K | 0.15% | 106 |
|
|
2023
Q2 | $10.6M | Buy |
+454,979
| New | +$10.6M | 0.15% | 108 |
|