Confluence Investment Management LLC Ishares Tr Ibonds Dec 2029 Tre Put Options Transaction History

Confluence Investment Management LLC

$6.81 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IBTJ

# of Institutions

169

Shares Held

24.2M

Call Options Held

0

Put Options Held

0

True Private Wealth Advisors

1.51M
Shares

$32.9 Million
4.17% of portfolio
Wells Fargo & Company San Francisco, CA

1.44M
Shares

$31.4 Million
0.01% of portfolio
Hengehold Capital Management LLC

922K
Shares

$20.1 Million
1.88% of portfolio
Atwood & Palmer Inc

903K
Shares

$19.7 Million
1.4% of portfolio
Raymond James Financial Inc St. Petersburg, FL

855K
Shares

$18.6 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2029 TRE

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