Lenox Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	623
2021 Q4	$4K	Sell	28 -28	-50%	-$4.13K	﹤0.01%	644
2021 Q3	$8K	Buy	56 +29	+107%	+$4.31K	﹤0.01%	507
2021 Q2	$4K	Hold	27	–	–	﹤0.01%	595
2021 Q1	$4K	Sell	27 -2,202	-99%	-$319K	﹤0.01%	548
2020 Q4	$352K	Sell	2,229 -187,402	-99%	-$29.8M	0.05%	64
2020 Q3	$31M	Buy	+189,631	New	+$31.4M	4.65%	7
2016 Q2	–	Sell	-700	Closed	-$91K	–	253
2016 Q1	$91K	Buy	700 +673	+2,493%	+$86.2K	0.03%	58
2015 Q4	$3K	Buy	+27	New	+$3.29K	﹤0.01%	292

Other funds holding TLT

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q1 2022 at 28 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Lenox Wealth Advisors first reported a position in TLT in Q4 2015 and has held it in 9 quarters since. The position peaked at $31M in Q3 2020. 660 funds tracked by Wall St. Rank hold TLT as of Q1 2022.

Lenox Wealth Advisors held 28 shares of iShares 20+ Year Treasury Bond ETF worth $3K as of Q1 2022.
Lenox Wealth Advisors left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q1 2022.
iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #623 holding.
Lenox Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2015 and has held it in 9 quarters since.
Lenox Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $31M in Q3 2020.
660 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2022.

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