Ishares Tr shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 494k | 21.22 |
| 2022-09-30 | $4.2M | 216k | 19.51 |
| 2022-06-30 | $4.3M | 208k | 20.80 |
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