Ishares Tr shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Ishares Tr (IBDY) 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 |
|---|---|---|---|
| 2025-06-30 | $8.0M | 307k | 25.91 |
| 2025-03-31 | $7.9M | 309k | 25.56 |
| 2024-12-31 | $7.8M | 311k | 25.10 |
| 2024-09-30 | $8.1M | 309k | 26.40 |
| 2024-06-30 | $8.0M | 319k | 25.20 |
| 2024-03-31 | $8.2M | 322k | 25.48 |
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