CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF

CIK 1442056 ST. LOUIS, MO

All Filings in IBTJ

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 IBTJ	$4,003,188	183,271	+1.5%	Shares	Sole	2026-04-01
2025-12-31 IBTJ	$3,961,774	180,532	-65.3%	Shares	Sole	2026-01-05
2025-09-30 IBTJ	$11,438,555	521,000	-2.0%	Shares	Sole	2025-10-14
2025-06-30 IBTJ	$11,657,275	531,810	-0.6%	Shares	Sole	2025-07-01
2025-03-31 IBTJ	$11,643,379	534,836	+48.2%	Shares	Sole	2025-04-01
2024-12-31 IBTJ	$7,696,574	360,901	+1.0%	Shares	Sole	2025-01-02
2024-09-30 IBTJ	$7,894,955	357,157	-2.3%	Shares	Sole	2024-10-31
2024-06-30 IBTJ	$7,813,812	365,644	-0.3%	Shares	Sole	2024-07-01
2024-03-31 IBTJ	$7,883,706	366,684	+1.8%	Shares	Sole	2024-04-01
2023-12-31 IBTJ	$7,841,409	360,028	-6.1%	Shares	Sole	2024-11-05
2023-09-30 IBTJ	$8,047,935	383,235	-1.4%	Shares	Sole	2023-10-10
2023-06-30 IBTJ	$8,409,246	388,777	-0.2%	Shares	Sole	2023-07-03
2023-03-31 IBTJ	$8,638,473	389,647	+4.0%	Shares	Sole	2023-04-04
2022-12-31 IBTJ	$8,091,111	374,762	-10.5%	Shares	Sole	2023-01-04
2022-09-30 IBTJ	$9,026,014	418,724	+11.4%	Shares	Sole	2022-10-03
2022-06-30 IBTJ	$8,556,439	375,942	-1.6%	Shares	Sole	2022-07-12
2022-03-31 IBTJ	$9,029,912	381,976	+3.1%	Shares	Sole	2022-04-04
2021-12-31 IBTJ	$9,298,163	370,371	+1.4%	Shares	Sole	2022-01-04
2021-09-30 IBTJ	$9,202,498	365,251	+0.7%	Shares	Sole	2021-10-04
2021-06-30 IBTJ	$9,158,412	362,810	-1.7%	Shares	Sole	2021-07-01
2021-03-31 IBTJ	$9,138,759	368,900	+1.5%	Shares	Sole	2021-04-05
2020-12-31 IBTJ	$9,532,026	363,471	+1.8%	Shares	Sole	2021-01-25
2020-09-30 IBTJ	$9,510,346	356,995	+3.1%	Shares	Sole	2020-10-19
2020-06-30 IBTJ	$9,220,343	346,109	+2.3%	Shares	Sole	2020-07-01
2020-03-31 IBTJ	$8,986,239	338,210	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.