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Confluence Wealth Services »

Ishares Bb Rated Corp Bond shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Ishares Bb Rated Corp Bond (HYBB) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Ishares Bb Rated Corp Bond

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All positions including Ishares Bb Rated Corp Bond held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bb Rated Corp Bond by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$566k	12k	47.35
2024-06-30	$1.8M	39k	46.02
2024-03-31	$776k	17k	46.25

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)

Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Microsoft Corporation (MSFT)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Ishares Bb Rated Corp Bond

Stifel Financial

Benjamin F. Edwards & Company

Benjamin Edwards

Confluence Investment Management

Alaska Permanent Fund Corp

Bank Julius Baer & Co. Ltd, Zurich

Envestnet Asset Management

Janney Montgomery Scott

Atria Investments

Visionary Wealth Advisors

Andina Capital Management

Nottingham Advisors

View all funds holding Ishares Bb Rated Corp Bond

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