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

Lenox Wealth Management’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$12.1M	Buy	147,725 +12,327	+9%	+$993K	3.68%	4
2020 Q1	$10.4M	Buy	135,398 +4,223	+3%	+$357K	3.59%	4
2019 Q4	$11.5M	Buy	131,175 +999	+0.8%	+$86.9K	3.23%	5
2019 Q3	$11.3M	Sell	130,176 -8,038	-6%	-$698K	3.3%	5
2019 Q2	$12M	Buy	138,214 +19,078	+16%	+$1.65M	3.6%	4
2019 Q1	$10.3M	Buy	119,136 +119,019	+101,726%	+$10.1M	3.21%	4
2018 Q4	$1K	Buy	117 +96	+457%	+$8.04K	﹤0.01%	608
2018 Q3	$2K	Buy	+21	New	+$1.8K	﹤0.01%	581
2017 Q2	–	Sell	-32	Closed	-$3K	–	485
2017 Q1	$3K	Hold	32	–	–	﹤0.01%	205
2016 Q4	$3K	Hold	32	–	–	﹤0.01%	208
2016 Q3	$3K	Hold	32	–	–	﹤0.01%	200
2016 Q2	$3K	Hold	32	–	–	﹤0.01%	207
2016 Q1	$3K	Hold	32	–	–	﹤0.01%	210
2015 Q4	$3K	Buy	+32	New	+$2.66K	﹤0.01%	215

Other funds holding HYG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Management's HYG Position: Q2 2020 in Review

Lenox Wealth Management increased its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 9.1% in Q2 2020, buying an estimated $993K and bringing the position to 147,725 shares worth $12.1M. The position accounts for 3.68% of the portfolio, ranked #4.

Lenox Wealth Management first reported a position in HYG in Q4 2015 and has held it in 14 quarters since. 762 funds tracked by Wall St. Rank hold HYG as of Q2 2020.

Lenox Wealth Management held 147,725 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $12.1M as of Q2 2020.
Lenox Wealth Management bought 12,327 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q2 2020, an estimated $993K.
iShares iBoxx $ High Yield Corporate Bond ETF made up 3.68% of Lenox Wealth Management's portfolio in Q2 2020, its #4 holding.
Lenox Wealth Management first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2015 and has held it in 14 quarters since.
762 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.