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Lenox Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Lenox Wealth Advisors’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-207
Closed -$27K – 748
2021
Q1 		$27K Buy
+207
New +$27.2K ﹤0.01% 262

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Advisors's IEI Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2021, closing a stake of 207 shares — an estimated $27K sold.

Lenox Wealth Advisors first reported a position in IEI in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 489 funds tracked by Wall St. Rank hold IEI as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 207 iShares 3-7 Year Treasury Bond ETF shares in Q2 2021, an estimated $27K.
  • Lenox Wealth Advisors first reported a position in iShares 3-7 Year Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares 3-7 Year Treasury Bond ETF position peaked at $27K in Q1 2021.
  • 489 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.