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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2021, closing a stake of 37 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in SUB in Q4 2019 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 507 funds tracked by Wall St. Rank hold SUB as of Q2 2021.

Lenox Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 37 iShares Short-Term National Muni Bond ETF shares in Q2 2021, an estimated $4K.
Lenox Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 6 quarters.
Lenox Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $6K in Q4 2019.
507 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2021.

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