Confluence Investment Management LLC iShares iBonds Dec 2033 Term T Transaction History

Confluence Investment Management LLC

  • $6.73 Billion
  • Q3 2025
Number of Shares
676,864
Previous 694,671 2.56%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
N/A
-17,807 Reduced 2.56%
676,864 $0
Q2 2025

Jul 01, 2025
SELL
N/A
-6,308 Reduced 0.9%
694,671 $0
Q1 2025

Apr 01, 2025
BUY
N/A
700,979 New
700,979 $0
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