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 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

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return