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Lenox Wealth Advisors’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

Lenox Wealth Advisors’s Portfolio ILTB Stock Details ILTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-302
Closed -$18K – 100
2016
Q4 		$18K Buy
+302
New +$18.8K 0.01% 85

Other funds holding ILTB

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lenox Wealth Advisors's ILTB Position: Q1 2017 in Review

Lenox Wealth Advisors sold out of iShares Core 10+ Year USD Bond ETF (ILTB) in Q1 2017, closing a stake of 302 shares — an estimated $18K sold.

Lenox Wealth Advisors first reported a position in ILTB in Q4 2016 and held it in 1 quarter. The position peaked at $18K in Q4 2016. 25 funds tracked by Wall St. Rank hold ILTB as of Q1 2017.

  • Lenox Wealth Advisors reported no remaining iShares Core 10+ Year USD Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 302 iShares Core 10+ Year USD Bond ETF shares in Q1 2017, an estimated $18K.
  • Lenox Wealth Advisors first reported a position in iShares Core 10+ Year USD Bond ETF in Q4 2016 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares Core 10+ Year USD Bond ETF position peaked at $18K in Q4 2016.
  • 25 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q1 2017.

Based on Lenox Wealth Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.