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Lenox Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Lenox Wealth Advisors’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$2K Hold
41
– – ﹤0.01% 669
2021
Q4 		$2K Hold
41
– – ﹤0.01% 768
2021
Q3 		$2K Buy
+41
New +$2.5K ﹤0.01% 641

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Lenox Wealth Advisors held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q1 2022 at 41 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Lenox Wealth Advisors first reported a position in USIG in Q3 2021 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold USIG as of Q1 2022.

  • Lenox Wealth Advisors held 41 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $2K as of Q1 2022.
  • Lenox Wealth Advisors left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q1 2022.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #669 holding.
  • Lenox Wealth Advisors first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q3 2021 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2022.

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