Confluence Investment Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.2M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $11.9M | Sell |
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|
2022
Q2 | $12.6M | Sell |
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|
2022
Q1 | $13.4M | Buy |
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|
2021
Q4 | $14M | Buy |
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|
2021
Q3 | $14M | Buy |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $13.4M | Buy |
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|
2020
Q4 | $13.5M | Sell |
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|
2020
Q3 | $13.3M | Buy |
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|
2020
Q2 | $13M | Buy |
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|
2020
Q1 | $11.6M | Sell |
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|
2019
Q4 | $13.6M | Sell |
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|
2019
Q3 | $14.1M | Buy |
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|
2019
Q2 | $13.6M | Buy |
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|
2019
Q1 | $13M | Buy |
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|
2018
Q4 | $2.71M | Buy |
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