LWA
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Lenox Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Lenox Wealth Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-37
Closed -$4K – 795
2021
Q1 		$4K Buy
37
+2
+6% +$216 ﹤0.01% 546
2020
Q4 		$4K Buy
35
+3
+9% +$324 ﹤0.01% 534
2020
Q3 		$4K Sell
32
-10
-24% -$1.08K ﹤0.01% 460
2020
Q2 		$5K Hold
42
– – ﹤0.01% 438
2020
Q1 		$4K Sell
42
-17
-29% -$1.81K ﹤0.01% 463
2019
Q4 		$6K Buy
+59
New +$6.29K ﹤0.01% 465

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return