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Ishares Ibonds Dec 2029 Muni Etf shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $308k 13k 23.87

More positions owned by Confluence Investment Management

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Pepsi (PEP)
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Fastenal Company (FAST)
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Chubb (CB)
Lockheed Martin Corporation (LMT)
Broadridge Financial Solutions (BR)
Chevron Corporation (CVX)
Analog Devices (ADI)
Diageo (DEO)
Home Depot (HD)
Nestle SA Reg Shs. Ser. B Spons (NSRGY)

View all positions for Confluence Investment Management

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Wilbanks Smith & Thomas Asset Management
Envestnet Asset Management
Gateway Advisory
Crumly & Associates
Cypress Point Wealth Management
Raymond James Financial Services Advisors
Praetorian Wealth Management
UBS Group
Sound View Wealth Advisors Group
Central Trust & Investment
Little House Capital
Raymond James & Associates
Klingman & Associates
James Investment Research
Snowden Capital Advisors

View all funds holding Ishares Ibonds Dec 2029 Muni Etf