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Ishares Tr ibonds dec 26 shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 26 (IBMO) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in Ishares Tr ibonds dec 26

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All positions including Ishares Tr ibonds dec 26 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 ibonds dec 26 by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 74k 25.66
2024-06-30 $1.8M 71k 25.32
2024-03-31 $1.8M 69k 25.35
2023-12-31 $311k 12k 25.51
2023-09-30 $302k 12k 24.81
2023-06-30 $2.7M 106k 25.18
2023-03-31 $2.7M 108k 25.53
2022-12-31 $263k 10k 25.20
2022-09-30 $4.2M 172k 24.63
2022-06-30 $4.9M 195k 25.34
2022-03-31 $4.9M 194k 25.51
2021-12-31 $4.7M 174k 26.88
2021-09-30 $4.3M 161k 26.89
2021-06-30 $5.0M 185k 26.98
2021-03-31 $4.1M 153k 26.83
2020-12-31 $3.9M 144k 27.09
2020-09-30 $3.9M 145k 26.92
2020-06-30 $3.8M 142k 26.67
2020-03-31 $3.8M 146k 25.80
2019-12-31 $3.7M 142k 25.95
2019-09-30 $3.6M 138k 25.92