CWS
IGLB icon

Confluence Wealth Services’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Confluence Wealth Services’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14
Closed – – 663
2021
Q4 		$0 Buy
+14
New +$978 ﹤0.01% 1250

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return

Confluence Wealth Services's IGLB Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q1 2022, closing a stake of 14 shares.

Confluence Wealth Services first reported a position in IGLB in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 136 funds tracked by Wall St. Rank hold IGLB as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 14 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q1 2022.
  • Confluence Wealth Services first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $0 in Q4 2021.
  • 136 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q1 2022.

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