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Lenox Wealth Advisors’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Lenox Wealth Advisors’s Portfolio USHY Stock Details USHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$0 Hold
4
– – ﹤0.01% 996
2021
Q4 		$0 Hold
4
– – ﹤0.01% 1008
2021
Q3 		$0 Buy
+4
New +$166 ﹤0.01% 797

Other funds holding USHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Lenox Wealth Advisors held its iShares Broad USD High Yield Corporate Bond ETF (USHY) position steady in Q1 2022 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Lenox Wealth Advisors first reported a position in USHY in Q3 2021 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold USHY as of Q1 2022.

  • Lenox Wealth Advisors held 4 shares of iShares Broad USD High Yield Corporate Bond ETF worth $0 as of Q1 2022.
  • Lenox Wealth Advisors left its iShares Broad USD High Yield Corporate Bond ETF share count unchanged in Q1 2022.
  • iShares Broad USD High Yield Corporate Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #996 holding.
  • Lenox Wealth Advisors first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q3 2021 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares Broad 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.