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iShares iBonds Dec 2033 Term Treasury ETF shares owned by Confluence Investment Management

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by Confluence Investment Management from 13F filings

Historical chart of Confluence Investment Management investment in iShares iBonds Dec 2033 Term Treasury ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares iBonds Dec 2033 Term Treasury 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 iBonds Dec 2033 Term Treasury ETF by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 677k 24.65
2025-06-30 $17M 695k 24.51
2025-03-31 $17M 701k 24.40

More positions owned by Confluence Investment Management

Ishares 0-3 Month Treasury Bd Etf (SGOV)
Snap-on Incorporated (SNA)
Wec Energy Group (WEC)
Fastenal Company (FAST)
Northern Trust Corporation (NTRS)
Chubb (CB)
Analog Devices (ADI)
Lockheed Martin Corporation (LMT)
Linde (LIN)
Southern Company (SO)
Hershey Company (HSY)
Home Depot (HD)
Broadridge Financial Solutions (BR)
Mondelez Int (MDLZ)
Progressive Corporation (PGR)

View all positions for Confluence Investment Management

Top funds holding iShares iBonds Dec 2033 Term Treasury ETF

GLOBALT Investments LLC / GA
Federation des caisses Desjardins du Quebec
Union Bankshares
Krilogy Financial
Confluence Investment Management
Morgan Stanley
Chatham Capital Group
Envestnet Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Headland Capital
UBS Group
HighTower Advisors
Probity Advisors
Accretive Wealth Partners

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF