Lenox Wealth Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-113	Closed	-$5K	–	868
2021 Q4	$5K	Buy	+113	New	+$4.49K	﹤0.01%	601
2021 Q1	–	Sell	-4	Closed	–	–	719
2020 Q4	$0	Hold	4	–	–	﹤0.01%	642
2020 Q3	$0	Hold	4	–	–	﹤0.01%	604
2020 Q2	$0	Hold	4	–	–	﹤0.01%	684
2020 Q1	$0	Hold	4	–	–	﹤0.01%	850
2019 Q4	$0	Hold	4	–	–	﹤0.01%	767
2019 Q3	$0	Buy	+4	New	+$160	﹤0.01%	630

Other funds holding HYLB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Lenox Wealth Advisors's HYLB Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2022, closing a stake of 113 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in HYLB in Q3 2019 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 237 funds tracked by Wall St. Rank hold HYLB as of Q1 2022.

Lenox Wealth Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 113 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2022, an estimated $5K.
Lenox Wealth Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
Lenox Wealth Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $5K in Q4 2021.
237 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.