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
2025
Q2
$11.7M Sell
2025
Q1
$11.6M Buy
2024
Q4
$7.7M Buy
2024
Q3
$7.89M Sell
2024
Q2
$7.81M Sell
2024
Q1
$7.88M Buy
2023
Q4
$7.84M Sell
2023
Q3
$8.05M Sell
2023
Q2
$8.41M Sell
2023
Q1
$8.64M Buy
2022
Q4
$8.09M Sell
2022
Q3
$9.03M Buy
2022
Q2
$8.56M Sell
2022
Q1
$9.03M Buy
2021
Q4
$9.3M Buy
2021
Q3
$9.2M Buy
2021
Q2
$9.16M Sell
2021
Q1
$9.14M Buy
2020
Q4
$9.53M Buy
2020
Q3
$9.51M Buy
2020
Q2
$9.22M Buy
2020
Q1
$8.99M Buy