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Ishares Tr ibonds dec 27 shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 27 (IBMP) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in Ishares Tr ibonds dec 27

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All positions including Ishares Tr ibonds dec 27 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 27 by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $299k 12k 24.48
2023-06-30 $2.7M 107k 25.07
2023-03-31 $2.7M 108k 25.46
2022-12-31 $262k 10k 25.10
2022-09-30 $5.3M 217k 24.39
2022-06-30 $5.6M 224k 25.17
2022-03-31 $5.7M 223k 25.43
2021-12-31 $5.5M 204k 27.04
2021-09-30 $5.4M 199k 27.01
2021-06-30 $5.3M 194k 27.14
2021-03-31 $5.1M 189k 26.94
2020-12-31 $4.7M 171k 27.32
2020-09-30 $4.7M 174k 27.07
2020-06-30 $4.8M 180k 26.82
2020-03-31 $4.8M 185k 26.02
2019-12-31 $4.7M 180k 26.02
2019-09-30 $4.6M 176k 26.01