CIM
IBTD

Confluence Investment Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Confluence Investment Management’s Portfolio IBTD Stock Details IBTD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$4.26M Buy
2021
Q3 		$3.21M Sell
2021
Q2 		$4.22M Buy
2021
Q1 		$4.04M Sell
2020
Q4 		$10.2M Buy
2020
Q3 		$10.2M Buy
2020
Q2 		$9.83M Buy
2020
Q1 		$9.58M Buy