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Confluence Investment Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Confluence Investment Management’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.3M Sell
703,031
-32,816
-4% -$733K 0.26% 88
2026
Q2 		$16.7M Sell
735,847
-68,247
-8% -$1.55M 0.26% 92
2026
Q1 		$18.4M Buy
804,094
+406,914
+102% +$9.39M 0.29% 84
2025
Q4 		$9.16M Sell
397,180
-21,565
-5% -$500K 0.14% 109
2025
Q3 		$9.69M Sell
418,745
-9,745
-2% -$224K 0.14% 110
2025
Q2 		$9.87M Buy
428,490
+2,137
+0.5% +$48.6K 0.14% 109
2025
Q1 		$9.76M Buy
426,353
+293
+0.1% +$6.58K 0.14% 110
2024
Q4 		$9.46M Buy
426,060
+7,465
+2% +$169K 0.13% 111
2024
Q3 		$9.83M Sell
418,595
-11,516
-3% -$267K 0.13% 111
2024
Q2 		$9.65M Sell
430,111
-990
-0.2% -$22K 0.14% 111
2024
Q1 		$9.77M Buy
431,101
+3,510
+0.8% +$79.7K 0.13% 108
2023
Q4 		$9.88M Sell
427,591
-21,593
-5% -$479K 0.14% 110
2023
Q3 		$9.88M Sell
449,184
-5,795
-1% -$131K 0.15% 106
2023
Q2 		$10.6M Buy
+454,979
New +$10.8M 0.15% 108

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

Confluence Investment Management's IBTM Position: Q3 2026 in Review

Confluence Investment Management reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 4.5% in Q3 2026, selling an estimated $733K and leaving 703,031 shares worth $15.3M. The position accounts for 0.26% of the portfolio, ranked #88.

Confluence Investment Management first reported a position in IBTM in Q2 2023 and has held it in 14 quarters since. The position peaked at $18.4M in Q1 2026. 15 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Confluence Investment Management held 703,031 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $15.3M as of Q3 2026.
  • Confluence Investment Management sold 32,816 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $733K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.26% of Confluence Investment Management's portfolio in Q3 2026, its #88 holding.
  • Confluence Investment Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and has held it in 14 quarters since.
  • Confluence Investment Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $18.4M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.