Lenox Wealth Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$11K	Hold	93	–	–	﹤0.01%	472
2021 Q4	$12K	Hold	93	–	–	﹤0.01%	488
2021 Q3	$12K	Hold	93	–	–	﹤0.01%	446
2021 Q2	$12K	Sell	93 -5	-5%	-$659	﹤0.01%	443
2021 Q1	$13K	Sell	98 -222	-69%	-$29.5K	﹤0.01%	370
2020 Q4	$44K	Hold	320	–	–	0.01%	203
2020 Q3	$43K	Hold	320	–	–	0.01%	183
2020 Q2	$43K	Hold	320	–	–	0.01%	178
2020 Q1	$40K	Sell	320 -242	-43%	-$30.8K	0.01%	160
2019 Q4	$72K	Buy	562 +242	+76%	+$30.8K	0.01%	138
2019 Q3	$41K	Hold	320	–	–	0.01%	173
2019 Q2	$40K	Hold	320	–	–	0.01%	158
2019 Q1	$38K	Hold	320	–	–	0.01%	150
2018 Q4	$36K	Hold	320	–	–	0.01%	149
2018 Q3	$37K	Hold	320	–	–	0.01%	161
2018 Q2	$37K	Sell	320 -4,568	-93%	-$526K	0.01%	174
2018 Q1	$574K	Buy	4,888 +93	+2%	+$11K	0.13%	23
2017 Q4	$583K	Hold	4,795	–	–	0.16%	19
2017 Q3	$581K	Hold	4,795	–	–	0.18%	16
2017 Q2	$578K	Buy	+4,795	New	+$573K	0.19%	16
2016 Q2	–	Sell	-46	Closed	-$5K	–	239
2016 Q1	$5K	Hold	46	–	–	﹤0.01%	192
2015 Q4	$5K	Sell	46 -37	-45%	-$4.28K	﹤0.01%	225
2015 Q3	$10K	Buy	83 +37	+80%	+$4.28K	﹤0.01%	183
2015 Q2	$5K	Buy	+46	New	+$5.45K	﹤0.01%	211
2013 Q4	–	Sell	-803	Closed	-$91K	–	395
2013 Q3	$91K	Buy	+803	New	+$90.8K	0.08%	21

Other funds holding LQD

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

MYLI

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Lenox Wealth Advisors held its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) position steady in Q1 2022 at 93 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Lenox Wealth Advisors first reported a position in LQD in Q3 2013 and has held it in 25 quarters since. The position peaked at $583K in Q4 2017. 1,082 funds tracked by Wall St. Rank hold LQD as of Q1 2022.

Lenox Wealth Advisors held 93 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $11K as of Q1 2022.
Lenox Wealth Advisors left its iShares iBoxx $ Investment Grade Corporate Bond ETF share count unchanged in Q1 2022.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #472 holding.
Lenox Wealth Advisors first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2013 and has held it in 25 quarters since.
Lenox Wealth Advisors's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $583K in Q4 2017.
1,082 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2022.

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