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Lenox Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Lenox Wealth Advisors’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-33
Closed -$4K – 918
2019
Q4 		$4K Buy
+33
New +$3.65K ﹤0.01% 516

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Lenox Wealth Advisors's SHV Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 33 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in SHV in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 33 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $4K in Q4 2019.
  • 445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.