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Lenox Wealth Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

Lenox Wealth Advisors’s Portfolio IGOV Stock Details IGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-128
Closed -$7K – 749
2021
Q1 		$7K Buy
+128
New +$6.9K ﹤0.01% 456

Other funds holding IGOV

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
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q2 2021, closing a stake of 128 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in IGOV in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 107 funds tracked by Wall St. Rank hold IGOV as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining iShares International Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 128 iShares International Treasury Bond ETF shares in Q2 2021, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in iShares International Treasury Bond ETF in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares International Treasury Bond ETF position peaked at $7K in Q1 2021.
  • 107 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q2 2021.

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