Lenox Wealth Management’s iShares US Treasury Bond ETF GOVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$477K	Sell	17,072 -4,001	-19%	-$112K	0.15%	91
2020 Q1	$591K	Sell	21,073 -601	-3%	-$16.1K	0.2%	78
2019 Q4	$562K	Buy	21,674 +6,345	+41%	+$166K	0.16%	94
2019 Q3	$403K	Buy	15,329 +1,508	+11%	+$39.4K	0.12%	100
2019 Q2	$356K	Buy	13,821 +5,154	+59%	+$130K	0.11%	97
2019 Q1	$219K	Buy	8,667 +2,254	+35%	+$56K	0.07%	121
2018 Q4	$158K	Sell	6,413 -137,401	-96%	-$3.34M	0.05%	130
2018 Q3	$3.5M	Sell	143,814 -107,463	-43%	-$2.63M	1.04%	31
2018 Q2	$6.19M	Sell	251,277 -24,235	-9%	-$594K	1.99%	8
2018 Q1	$6.8M	Sell	275,512 -42,010	-13%	-$1.04M	2.19%	6
2017 Q4	$7.96M	Buy	317,522 +34,628	+12%	+$871K	2.42%	5
2017 Q3	$7.14M	Buy	282,894 +55,782	+25%	+$1.41M	2.45%	7
2017 Q2	$5.74M	Buy	+227,112	New	+$5.73M	2.33%	7