Lenox Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-37	Closed	-$2K	–	789
2021 Q1	$2K	Buy	+37	New	+$1.68K	﹤0.01%	629
2016 Q4	–	Sell	-382	Closed	-$18K	–	173
2016 Q3	$18K	Buy	382 +5	+1%	+$234	0.01%	146
2016 Q2	$17K	Buy	+377	New	+$17.2K	0.01%	144

Other funds holding SHYG

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

MAM

Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Lenox Wealth Advisors's SHYG Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2021, closing a stake of 37 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SHYG in Q2 2016 and held it in 3 quarters. The position peaked at $18K in Q3 2016. 401 funds tracked by Wall St. Rank hold SHYG as of Q2 2021.

Lenox Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 37 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2021, an estimated $2K.
Lenox Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2016 and held it in 3 quarters.
Lenox Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $18K in Q3 2016.
401 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.