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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
2024-03-31	$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 1000grw 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)

Capital Group Divid Growers Etf Shs Etf (CGDG)

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

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

Alaska Permanent Fund Corp

Bank Julius Baer & Co. Ltd, Zurich

Benjamin Edwards

Janney Montgomery Scott

Atria Investments

Municipal Employees' Retirement System of Michigan

Visionary Wealth Advisors

Nottingham Advisors

Bank of America Corporation

Mutual Advisors

View all funds holding Ishares Bb Rated Corp Bond

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