A detailed history of Confluence Investment Management LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 246,605 shares of IBDU stock, worth $5.65 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
246,605
Holding current value
$5.65 Million
% of portfolio
0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$22.51 - $23.57 $5.55 Million - $5.81 Million
246,605 New
246,605 $5.8 Million
Q3 2022

Oct 03, 2022

BUY
$21.55 - $23.64 $6.18 Million - $6.78 Million
286,746 Added 52.84%
829,390 $18.1 Million
Q2 2022

Jul 12, 2022

BUY
$22.39 - $24.47 $4.05 Million - $4.43 Million
180,905 Added 50.01%
542,644 $12.4 Million
Q1 2022

Apr 04, 2022

BUY
$24.25 - $26.14 $304,895 - $328,658
12,573 Added 3.6%
361,739 $8.87 Million
Q4 2021

Jan 04, 2022

BUY
$26.12 - $26.7 $91,811 - $93,850
3,515 Added 1.02%
349,166 $9.19 Million
Q3 2021

Oct 04, 2021

BUY
$26.61 - $27.16 $51,383 - $52,445
1,931 Added 0.56%
345,651 $9.2 Million
Q2 2021

Jul 01, 2021

BUY
$26.09 - $26.82 $258,004 - $265,222
9,889 Added 2.96%
343,720 $9.22 Million
Q1 2021

Apr 05, 2021

BUY
$25.95 - $27.44 $274,499 - $290,260
10,578 Added 3.27%
333,831 $8.72 Million
Q4 2020

Jan 25, 2021

SELL
$26.88 - $27.5 $18,600 - $19,030
-692 Reduced 0.21%
323,253 $8.89 Million
Q3 2020

Oct 19, 2020

BUY
$26.78 - $27.52 $8.68 Million - $8.91 Million
323,945 New
323,945 $8.76 Million

Others Institutions Holding IBDU

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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