Lenox Wealth Advisors’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History

Lenox Wealth Advisors’s Portfolio GHYG Stock Details GHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-79	Closed	-$4K	–	977
2021 Q3	$4K	Hold	79	–	–	﹤0.01%	579
2021 Q2	$4K	Hold	79	–	–	﹤0.01%	586
2021 Q1	$4K	Hold	79	–	–	﹤0.01%	533
2020 Q4	$4K	Hold	79	–	–	﹤0.01%	529
2020 Q3	$4K	Hold	79	–	–	﹤0.01%	457
2020 Q2	$4K	Hold	79	–	–	﹤0.01%	458
2020 Q1	$3K	Hold	79	–	–	﹤0.01%	505
2019 Q4	$4K	Hold	79	–	–	﹤0.01%	507
2019 Q3	$4K	Hold	79	–	–	﹤0.01%	421
2019 Q2	$4K	Hold	79	–	–	﹤0.01%	331
2019 Q1	$4K	Hold	79	–	–	﹤0.01%	397
2018 Q4	$4K	Hold	79	–	–	﹤0.01%	300
2018 Q3	$4K	Hold	79	–	–	﹤0.01%	322
2018 Q2	$4K	Hold	79	–	–	﹤0.01%	470
2018 Q1	$4K	Buy	+79	New	+$4K	﹤0.01%	433

Other funds holding GHYG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VFPW

Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lenox Wealth Advisors's GHYG Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of iShares US & Intl High Yield Corp Bond ETF (GHYG) in Q4 2021, closing a stake of 79 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in GHYG in Q1 2018 and held it in 15 quarters. The position peaked at $4K in Q3 2021. 38 funds tracked by Wall St. Rank hold GHYG as of Q4 2021.

Lenox Wealth Advisors reported no remaining iShares US & Intl High Yield Corp Bond ETF position as of Q4 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 79 iShares US & Intl High Yield Corp Bond ETF shares in Q4 2021, an estimated $4K.
Lenox Wealth Advisors first reported a position in iShares US & Intl High Yield Corp Bond ETF in Q1 2018 and held it in 15 quarters.
Lenox Wealth Advisors's iShares US & Intl High Yield Corp Bond ETF position peaked at $4K in Q3 2021.
38 funds tracked by Wall St. Rank held iShares US & Intl High Yield Corp Bond ETF as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.