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Lenox Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lenox Wealth Advisors’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1K Buy
+8
New +$888 ﹤0.01% 712
2020
Q4 		– Sell
-285
Closed -$35K – 643
2020
Q3 		$35K Buy
+285
New +$34.8K 0.01% 201

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2022: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in IEF as recently as Q3 2020.

Lenox Wealth Advisors first reported a position in IEF in Q3 2020 and has held it in 2 quarters since. The position peaked at $35K in Q3 2020. 686 funds tracked by Wall St. Rank hold IEF as of Q1 2022.

  • Lenox Wealth Advisors held 8 shares of iShares 7-10 Year Treasury Bond ETF worth $1K as of Q1 2022.
  • iShares 7-10 Year Treasury Bond ETF was a new Lenox Wealth Advisors position in Q1 2022.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #712 holding.
  • Lenox Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $35K in Q3 2020.
  • 686 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2022.

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