Lenox Wealth Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$59K	Buy	488 +330	+209%	+$41.5K	0.01%	233
2021 Q4	$20K	Hold	158	–	–	﹤0.01%	401
2021 Q3	$20K	Hold	158	–	–	﹤0.01%	359
2021 Q2	$20K	Sell	158 -193	-55%	-$24.5K	﹤0.01%	366
2021 Q1	$44K	Buy	351 +193	+122%	+$24.4K	0.01%	208
2020 Q4	$20K	Hold	158	–	–	﹤0.01%	322
2020 Q3	$20K	Buy	158 +129	+445%	+$16.2K	﹤0.01%	288
2020 Q2	$4K	Buy	+29	New	+$3.53K	﹤0.01%	466
2015 Q2	–	Sell	-18	Closed	-$2K	–	324
2015 Q1	$2K	Buy	+18	New	+$2.04K	﹤0.01%	307
2014 Q1	–	Sell	-895	Closed	-$98K	–	324
2013 Q4	$98K	Sell	895 -416	-32%	-$46.4K	0.07%	41
2013 Q3	$148K	Sell	1,311 -181	-12%	-$20.2K	0.14%	19
2013 Q2	$167K	Buy	+1,492	New	+$177K	0.19%	18

Other funds holding TIP

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Lenox Wealth Advisors increased its iShares TIPS Bond ETF (TIP) stake by 209% in Q1 2022, buying an estimated $41.5K and bringing the position to 488 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #233.

Lenox Wealth Advisors first reported a position in TIP in Q2 2013 and has held it in 12 quarters since. The position peaked at $167K in Q2 2013. 1,342 funds tracked by Wall St. Rank hold TIP as of Q1 2022.

Lenox Wealth Advisors held 488 shares of iShares TIPS Bond ETF worth $59K as of Q1 2022.
Lenox Wealth Advisors bought 330 iShares TIPS Bond ETF shares in Q1 2022, an estimated $41.5K.
iShares TIPS Bond ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #233 holding.
Lenox Wealth Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 12 quarters since.
Lenox Wealth Advisors's iShares TIPS Bond ETF position peaked at $167K in Q2 2013.
1,342 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2022.

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