Lenox Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$231K	Buy	2,320 +10	+0.4%	+$1.04K	0.03%	102
2021 Q4	$248K	Sell	2,310 -297	-11%	-$32K	0.03%	93
2021 Q3	$282K	Sell	2,607 -60	-2%	-$6.51K	0.04%	83
2021 Q2	$289K	Buy	2,667 +10	+0.4%	+$1.08K	0.04%	85
2021 Q1	$288K	Buy	2,657 +377	+17%	+$41.3K	0.04%	70
2020 Q4	$251K	Buy	2,280 +12	+0.5%	+$1.32K	0.04%	76
2020 Q3	$250K	Buy	+2,268	New	+$251K	0.04%	68

Other funds holding MBB

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Lenox Wealth Advisors increased its iShares MBS ETF (MBB) stake by 0.43% in Q1 2022, buying an estimated $1.04K and bringing the position to 2,320 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #102.

Lenox Wealth Advisors first reported a position in MBB in Q3 2020 and has held it in 7 quarters since. The position peaked at $289K in Q2 2021. 711 funds tracked by Wall St. Rank hold MBB as of Q1 2022.

Lenox Wealth Advisors held 2,320 shares of iShares MBS ETF worth $231K as of Q1 2022.
Lenox Wealth Advisors bought 10 iShares MBS ETF shares in Q1 2022, an estimated $1.04K.
iShares MBS ETF made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #102 holding.
Lenox Wealth Advisors first reported a position in iShares MBS ETF in Q3 2020 and has held it in 7 quarters since.
Lenox Wealth Advisors's iShares MBS ETF position peaked at $289K in Q2 2021.
711 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2022.

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