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Lenox Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Lenox Wealth Management’s Portfolio IGIB Stock Details IGIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$148K Sell
2,452
-2,961
-55% -$173K 0.05% 167
2020
Q1 		$297K Buy
5,413
+338
+7% +$19.5K 0.1% 106
2019
Q4 		$294K Buy
5,075
+538
+12% +$31.1K 0.08% 125
2019
Q3 		$262K Buy
4,537
+272
+6% +$15.6K 0.08% 125
2019
Q2 		$242K Buy
4,265
+798
+23% +$44.3K 0.07% 115
2019
Q1 		$191K Buy
3,467
+3,172
+1,075% +$171K 0.06% 129
2018
Q4 		$2K Buy
+295
New +$15.4K ﹤0.01% 557

Other funds holding IGIB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lenox Wealth Management reduced its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 55% in Q2 2020, selling an estimated $173K and leaving 2,452 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #167.

Lenox Wealth Management first reported a position in IGIB in Q4 2018 and has held it in 7 quarters since. The position peaked at $297K in Q1 2020. 487 funds tracked by Wall St. Rank hold IGIB as of Q2 2020.

  • Lenox Wealth Management held 2,452 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $148K as of Q2 2020.
  • Lenox Wealth Management sold 2,961 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $173K.
  • iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.05% of Lenox Wealth Management's portfolio in Q2 2020, its #167 holding.
  • Lenox Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 7 quarters since.
  • Lenox Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $297K in Q1 2020.
  • 487 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2020.

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