Lenox Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Lenox Wealth Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1K	Hold	43	–	–	﹤0.01%	709
2021 Q4	$1K	Sell	43 -1,050	-96%	-$27.8K	﹤0.01%	843
2021 Q3	$29K	Buy	1,093 +43	+4%	+$1.15K	﹤0.01%	310
2021 Q2	$28K	Sell	1,050 -153	-13%	-$4.04K	﹤0.01%	311
2021 Q1	$32K	Buy	1,203 +153	+15%	+$4.09K	﹤0.01%	244
2020 Q4	$29K	Hold	1,050	–	–	﹤0.01%	254
2020 Q3	$29K	Hold	1,050	–	–	﹤0.01%	230
2020 Q2	$29K	Hold	1,050	–	–	﹤0.01%	232
2020 Q1	$29K	Hold	1,050	–	–	0.01%	205
2019 Q4	$27K	Hold	1,050	–	–	﹤0.01%	284
2019 Q3	$28K	Hold	1,050	–	–	﹤0.01%	228
2019 Q2	$27K	Sell	1,050 -1,289	-55%	-$32.6K	﹤0.01%	193
2019 Q1	$59K	Sell	2,339 -74	-3%	-$1.84K	0.01%	120
2018 Q4	$59K	Sell	2,413 -196	-8%	-$4.77K	0.01%	119
2018 Q3	$64K	Sell	2,609 -320	-11%	-$7.84K	0.01%	119
2018 Q2	$72K	Buy	2,929 +538	+23%	+$13.2K	0.02%	106
2018 Q1	$59K	Buy	2,391 +2,154	+909%	+$53.1K	0.01%	149
2017 Q4	$6K	Buy	+237	New	+$5.96K	﹤0.01%	204

Other funds holding GOVT

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UCFA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Lenox Wealth Advisors's GOVT Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares US Treasury Bond ETF (GOVT) position steady in Q1 2022 at 43 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Lenox Wealth Advisors first reported a position in GOVT in Q4 2017 and has held it in 18 quarters since. The position peaked at $72K in Q2 2018. 579 funds tracked by Wall St. Rank hold GOVT as of Q1 2022.

Lenox Wealth Advisors held 43 shares of iShares US Treasury Bond ETF worth $1K as of Q1 2022.
Lenox Wealth Advisors left its iShares US Treasury Bond ETF share count unchanged in Q1 2022.
iShares US Treasury Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #709 holding.
Lenox Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's iShares US Treasury Bond ETF position peaked at $72K in Q2 2018.
579 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.