Lenox Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$404K	Buy	3,009 +2,532	+531%	+$329K	0.12%	99
2020 Q1	$58K	Sell	477 -137	-22%	-$17.5K	0.02%	230
2019 Q4	$79K	Sell	614 -263	-30%	-$33.5K	0.02%	237
2019 Q3	$111K	Sell	877 -173	-16%	-$21.8K	0.03%	197
2019 Q2	$130K	Buy	1,050 +279	+36%	+$33.5K	0.04%	163
2019 Q1	$92K	Sell	771 -29,199	-97%	-$3.38M	0.03%	186
2018 Q4	$3.38M	Buy	29,970 +19,894	+197%	+$2.24M	1.14%	20
2018 Q3	$1.16M	Buy	+10,076	New	+$1.16M	0.34%	55
2018 Q1	–	Sell	-88	Closed	-$19K	–	490
2017 Q4	$19K	Buy	+88	New	+$10.6K	0.01%	320
2017 Q2	–	Sell	-33	Closed	-$4K	–	497
2017 Q1	$4K	Sell	33 -17	-34%	-$2K	﹤0.01%	196
2016 Q4	$6K	Buy	50 +17	+52%	+$2.02K	﹤0.01%	188
2016 Q3	$4K	Hold	33	–	–	﹤0.01%	193
2016 Q2	$4K	Hold	33	–	–	﹤0.01%	192
2016 Q1	$4K	Hold	33	–	–	﹤0.01%	199
2015 Q4	$4K	Buy	+33	New	+$3.81K	﹤0.01%	207

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lenox Wealth Management increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 531% in Q2 2020, buying an estimated $329K and bringing the position to 3,009 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #99.

Lenox Wealth Management first reported a position in LQD in Q4 2015 and has held it in 15 quarters since. The position peaked at $3.38M in Q4 2018. 1,030 funds tracked by Wall St. Rank hold LQD as of Q2 2020.

Lenox Wealth Management held 3,009 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $404K as of Q2 2020.
Lenox Wealth Management bought 2,532 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2020, an estimated $329K.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.12% of Lenox Wealth Management's portfolio in Q2 2020, its #99 holding.
Lenox Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2015 and has held it in 15 quarters since.
Lenox Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $3.38M in Q4 2018.
1,030 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2020.

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