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Lenox Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lenox Wealth Advisors’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-58
Closed -$3K – 535
2015
Q3 		$3K Buy
+58
New +$3.15K ﹤0.01% 309

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lenox Wealth Advisors's IGIB Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2015, closing a stake of 58 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in IGIB in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 286 funds tracked by Wall St. Rank hold IGIB as of Q4 2015.

  • Lenox Wealth Advisors reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 58 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2015, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $3K in Q3 2015.
  • 286 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.