CIM
IBTO icon

Confluence Investment Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Confluence Investment Management’s Portfolio IBTO Stock Details IBTO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17M Sell
694,671
-6,308
-0.9% -$155K 0.24% 94
2025
Q1 		$17.1M Buy
+700,979
New +$17.1M 0.25% 93