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Ishares Tr ibnd dec24 etf shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in Ishares Tr ibnd dec24 etf

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All positions including Ishares Tr ibnd dec24 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 Tr ibnd dec24 etf by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.9M 361k 24.73
2023-06-30 $8.5M 347k 24.62
2023-03-31 $8.2M 333k 24.59
2022-12-31 $7.5M 305k 24.42
2022-09-30 $6.9M 282k 24.35
2022-06-30 $4.3M 175k 24.75
2022-03-31 $8.1M 324k 25.10
2021-12-31 $8.1M 313k 25.93
2021-09-30 $7.8M 296k 26.29
2021-03-31 $872k 33k 26.40