Confluence Investment Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $8.83M | Sell |
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|
2023
Q3 | $8.93M | Buy |
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|
2023
Q2 | $8.54M | Buy |
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|
2023
Q1 | $8.18M | Buy |
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|
2022
Q4 | $7.45M | Buy |
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|
2022
Q3 | $6.86M | Buy |
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|
2022
Q2 | $4.32M | Sell |
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|
2022
Q1 | $8.13M | Buy |
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|
2021
Q4 | $8.11M | Buy |
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|
2021
Q3 | $7.78M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $872K | Buy |
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