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Confluence Wealth Services’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Confluence Wealth Services’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-135
Closed -$11K – 647
2021
Q4 		$11K Buy
+135
New +$11.7K ﹤0.01% 891

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N
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Confluence Wealth Services's HYG Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q1 2022, closing a stake of 135 shares — an estimated $11K sold.

Confluence Wealth Services first reported a position in HYG in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 877 funds tracked by Wall St. Rank hold HYG as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 135 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2022, an estimated $11K.
  • Confluence Wealth Services first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $11K in Q4 2021.
  • 877 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.