Lenox Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lenox Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$3.92M	Buy	32,196 +32,177	+169,353%	+$3.91M	1.2%	19
2020 Q1	$2K	Buy	19 +11	+138%	+$1.27K	﹤0.01%	608
2019 Q4	$1K	Sell	8 -5	-38%	-$557	﹤0.01%	673
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	667
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	646
2019 Q1	$1K	Sell	13 -1	-7%	-$105	﹤0.01%	652
2018 Q4	$1K	Sell	14 -194	-93%	-$19.6K	﹤0.01%	609
2018 Q3	$21K	Hold	208	–	–	0.01%	316
2018 Q2	$21K	Hold	208	–	–	0.01%	288
2018 Q1	$21K	Hold	208	–	–	0.01%	291
2017 Q4	$22K	Hold	208	–	–	0.01%	301
2017 Q3	$22K	Hold	208	–	–	0.01%	311
2017 Q2	$22K	Buy	+208	New	+$22.2K	0.01%	295

Other funds holding IEF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

Lenox Wealth Management's IEF Position: Q2 2020 in Review

Lenox Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 169,353% in Q2 2020, buying an estimated $3.91M and bringing the position to 32,196 shares worth $3.92M. The position accounts for 1.2% of the portfolio, ranked #19.

Lenox Wealth Management first reported a position in IEF in Q2 2017 and has held it in 13 quarters since. 633 funds tracked by Wall St. Rank hold IEF as of Q2 2020.

Lenox Wealth Management held 32,196 shares of iShares 7-10 Year Treasury Bond ETF worth $3.92M as of Q2 2020.
Lenox Wealth Management bought 32,177 iShares 7-10 Year Treasury Bond ETF shares in Q2 2020, an estimated $3.91M.
iShares 7-10 Year Treasury Bond ETF made up 1.2% of Lenox Wealth Management's portfolio in Q2 2020, its #19 holding.
Lenox Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 13 quarters since.
633 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.