Confluence Investment Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF 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 | $8.08M | Sell |
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|
2023
Q3 | $8.52M | Sell |
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|
2023
Q2 | $8.68M | Sell |
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|
2023
Q1 | $8.88M | Buy |
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|
2022
Q4 | $8.5M | Sell |
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|
2022
Q3 | $8.55M | Sell |
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|
2022
Q2 | $8.86M | Sell |
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|
2022
Q1 | $17.2M | Buy |
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|
2021
Q4 | $9.25M | Buy |
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|
2021
Q3 | $9.22M | Buy |
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|
2021
Q2 | $9.16M | Sell |
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|
2021
Q1 | $9.43M | Buy |
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|
2020
Q4 | $8.2M | Buy |
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|
2020
Q3 | $8.19M | Buy |
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|
2020
Q2 | $7.93M | Buy |
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|
2020
Q1 | $7.75M | Buy |
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