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Ishares Ibonds Dec 2029 Term T shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T 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 Term T by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.0M 383k 21.00
2023-06-30 $8.4M 389k 21.63
2023-03-31 $8.6M 390k 22.17
2022-12-31 $8.1M 375k 21.59
2022-09-30 $9.0M 419k 21.56
2022-06-30 $8.6M 376k 22.76
2022-03-31 $9.0M 382k 23.64
2021-12-31 $9.3M 370k 25.10
2021-09-30 $9.2M 365k 25.19
2021-06-30 $9.2M 363k 25.24
2021-03-31 $9.1M 369k 24.77
2020-12-31 $9.5M 364k 26.22
2020-09-30 $9.5M 357k 26.64
2020-06-30 $9.2M 346k 26.64
2020-03-31 $9.0M 338k 26.57