Lenox Wealth Management, Inc. IGSB Holdings History
Lenox Wealth Management, Inc.'s iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2020-06-30, Lenox Wealth Management, Inc. held 271,680.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $14.86 Mil. This investment constitutes 4.63% of their stock portfolio, and Lenox Wealth Management, Inc. now holds 0.07% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2018Q2. And since then Lenox Wealth Management, Inc. has made 6 purchases of IGSB, at an average price of $50.89, for a total of 383,138.00 shares. In addition, there have been 3 sales at an average price of $79.17 for 111,458.00 shares. Based on historical transaction data and IGSB's current price of $52.62, Lenox Wealth Management, Inc.'s estimated gain on his IGSB holdings is $3.62 Mil, reflecting a 18.56% gain to date.
Lenox Wealth Management, Inc. IGSB ($52.62) Holding Chart
Lenox Wealth Management, Inc. IGSB ($52.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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