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Confluence Wealth Services’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Confluence Wealth Services’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-137
Closed -$18K – 760
2021
Q4 		$18K Buy
+137
New +$18.2K 0.01% 766

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Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Confluence Wealth Services sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2022, closing a stake of 137 shares — an estimated $18K sold.

Confluence Wealth Services first reported a position in LQD in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 1,081 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 137 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2022, an estimated $18K.
  • Confluence Wealth Services first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $18K in Q4 2021.
  • 1,081 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

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