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Lenox Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lenox Wealth Advisors’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-25
Closed -$3K – 793
2021
Q1 		$3K Buy
+25
New +$2.63K ﹤0.01% 580

Other funds holding STIP

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2021, closing a stake of 25 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in STIP in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 368 funds tracked by Wall St. Rank hold STIP as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 25 iShares 0-5 Year TIPS Bond ETF shares in Q2 2021, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3K in Q1 2021.
  • 368 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2021.

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