Confluence Investment Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.4M | Sell |
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|
2025
Q2 | $11.7M | Sell |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $7.7M | Buy |
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|
2024
Q3 | $7.89M | Sell |
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|
2024
Q2 | $7.81M | Sell |
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|
2024
Q1 | $7.88M | Buy |
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|
2023
Q4 | $7.84M | Sell |
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|
2023
Q3 | $8.05M | Sell |
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|
2023
Q2 | $8.41M | Sell |
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|
2023
Q1 | $8.64M | Buy |
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|
2022
Q4 | $8.09M | Sell |
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|
2022
Q3 | $9.03M | Buy |
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|
2022
Q2 | $8.56M | Sell |
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|
2022
Q1 | $9.03M | Buy |
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|
2021
Q4 | $9.3M | Buy |
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|
2021
Q3 | $9.2M | Buy |
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|
2021
Q2 | $9.16M | Sell |
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|
2021
Q1 | $9.14M | Buy |
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|
2020
Q4 | $9.53M | Buy |
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|
2020
Q3 | $9.51M | Buy |
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|
2020
Q2 | $9.22M | Buy |
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|
2020
Q1 | $8.99M | Buy |
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