CIM
IBTP

Confluence Investment Management’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Confluence Investment Management’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5M Buy
965,101
+45,923
+5% +$1.17M 0.38% 68
2026
Q1 		$23.6M Buy
919,178
+203,003
+28% +$5.24M 0.37% 71
2025
Q4 		$18.5M Buy
716,175
+73,471
+11% +$1.91M 0.28% 82
2025
Q3 		$16.7M Sell
642,704
-16,439
-2% -$422K 0.24% 90
2025
Q2 		$16.9M Sell
659,143
-2,036
-0.3% -$51.7K 0.24% 95
2025
Q1 		$17M Buy
+661,179
New +$16.6M 0.24% 94

Other funds holding IBTP

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PFW
Petros Family Wealth Bloomington, Minnesota $164M AUM 36.78% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Confluence Investment Management's IBTP Position: Q2 2026 in Review

Confluence Investment Management increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 5% in Q2 2026, buying an estimated $1.17M and bringing the position to 965,101 shares worth $24.5M. The position accounts for 0.38% of the portfolio, ranked #68.

Confluence Investment Management first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Confluence Investment Management held 965,101 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $24.5M as of Q2 2026.
  • Confluence Investment Management bought 45,923 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $1.17M.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.38% of Confluence Investment Management's portfolio in Q2 2026, its #68 holding.
  • Confluence Investment Management first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.