Lenox Wealth Management’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$12.1M Buy
2020
Q1
$10.4M Buy
2019
Q4
$11.5M Buy
2019
Q3
$11.3M Sell
2019
Q2
$12M Buy
2019
Q1
$10.3M Buy
2018
Q4
$1K Buy
2018
Q3
$2K Buy
2017
Q2
Sell
2017
Q1
$3K Hold
2016
Q4
$3K Hold
2016
Q3
$3K Hold
2016
Q2
$3K Hold
2016
Q1
$3K Hold
2015
Q4
$3K Buy