Lenox Wealth Management’s iShares Interest Rate Hedged Corporate Bond ETF LQDH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$3.94M	Buy	+43,776	New	+$3.83M	1.2%	18

Other funds holding LQDH

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Lenox Wealth Management opened a new position in iShares Interest Rate Hedged Corporate Bond ETF (LQDH) in Q2 2020: 43,776 shares worth $3.94M. The stake represents 1.2% of the portfolio and ranks #18 among its holdings.

58 funds tracked by Wall St. Rank hold LQDH as of Q2 2020.

Lenox Wealth Management held 43,776 shares of iShares Interest Rate Hedged Corporate Bond ETF worth $3.94M as of Q2 2020.
iShares Interest Rate Hedged Corporate Bond ETF was a new Lenox Wealth Management position in Q2 2020.
iShares Interest Rate Hedged Corporate Bond ETF made up 1.2% of Lenox Wealth Management's portfolio in Q2 2020, its #18 holding.
58 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Corporate Bond ETF as of Q2 2020.

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