Lenox Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$13K	Buy	+244	New	+$12.9K	﹤0.01%	439

Other funds holding IGSB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2022: 244 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings.

925 funds tracked by Wall St. Rank hold IGSB as of Q1 2022.

Lenox Wealth Advisors held 244 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $13K as of Q1 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF was a new Lenox Wealth Advisors position in Q1 2022.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #439 holding.
925 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2022.

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