Lenox Wealth Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Lenox Wealth Advisors’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
2021 Q3	–	Sell	-68	Closed	-$6K	–	750
2021 Q2	$6K	Sell	68 -35	-34%	-$3.06K	﹤0.01%	528
2021 Q1	$9K	Buy	+103	New	+$8.96K	﹤0.01%	435
2014 Q1	–	Sell	-843	Closed	-$78K	–	259
2013 Q4	$78K	Hold	843	–	–	0.05%	49
2013 Q3	$77K	Sell	843 -1,140	-57%	-$105K	0.07%	23
2013 Q2	$180K	Buy	+1,983	New	+$186K	0.2%	16

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lenox Wealth Advisors's HYG Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2021, closing a stake of 68 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in HYG in Q2 2013 and held it in 5 quarters. The position peaked at $180K in Q2 2013. 882 funds tracked by Wall St. Rank hold HYG as of Q3 2021.

Lenox Wealth Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 68 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2021, an estimated $6K.
Lenox Wealth Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and held it in 5 quarters.
Lenox Wealth Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $180K in Q2 2013.
882 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.