Confluence Investment Management LLC iShares iBonds Dec 2029 Term M Transaction History

Confluence Investment Management LLC

  • $6.73 Billion
  • Q3 2025
Number of Shares
73,935
Previous 79,369 6.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 14, 2025
SELL
N/A
-5,434 Reduced 6.85%
73,935 $0
Q2 2025

Jul 01, 2025
BUY
N/A
67,047 Added 544.12%
79,369 $0
Q1 2025

Apr 01, 2025
BUY
N/A
183 Added 1.51%
12,322 $0
Q3 2024

Oct 31, 2024
BUY
N/A
490 Added 4.21%
12,139 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-1,237 Reduced 9.6%
11,649 $0
Q1 2024

Apr 01, 2024
SELL
N/A
-1 Reduced 0.01%
12,886 $0
Q4 2023

Nov 05, 2024
BUY
N/A
747 Added 6.15%
12,886 $0
Q3 2023

Oct 10, 2023
BUY
N/A
12,887 New
12,887 $0
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