Lenox Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-200	Closed	-$17K	–	962
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	431
2021 Q3	$17K	Sell	200 -1,020	-84%	-$87.9K	﹤0.01%	391
2021 Q2	$105K	Hold	1,220	–	–	0.01%	151
2021 Q1	$105K	Hold	1,220	–	–	0.01%	127
2020 Q4	$105K	Hold	1,220	–	–	0.01%	119
2020 Q3	$106K	Hold	1,220	–	–	0.02%	113
2020 Q2	$106K	Hold	1,220	–	–	0.02%	100
2020 Q1	$106K	Hold	1,220	–	–	0.02%	92
2019 Q4	$103K	Buy	+1,220	New	+$103K	0.02%	117

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 200 shares — an estimated $17K sold.

Lenox Wealth Advisors first reported a position in SHY in Q4 2019 and held it in 9 quarters. The position peaked at $106K in Q3 2020. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

Lenox Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 200 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $17K.
Lenox Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
Lenox Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $106K in Q3 2020.
924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

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