Lenox Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$4K	Buy	35 +12	+52%	+$1.6K	﹤0.01%	557
2020 Q1	$3K	Buy	23 +15	+188%	+$1.93K	﹤0.01%	553
2019 Q4	$1K	Sell	8 -5	-38%	-$631	﹤0.01%	674
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	668
2019 Q2	$1K	Sell	13 -21,464	-100%	-$2.65M	﹤0.01%	647
2019 Q1	$2.65M	Sell	21,477 -103,953	-83%	-$12.7M	0.82%	31
2018 Q4	$10.2M	Buy	125,430 +68,807	+122%	+$8.21M	3.42%	3
2018 Q3	$4.89M	Buy	+56,623	New	+$6.77M	1.46%	12

Other funds holding IEI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Lenox Wealth Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 52% in Q2 2020, buying an estimated $1.6K and bringing the position to 35 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Lenox Wealth Management first reported a position in IEI in Q3 2018 and has held it in 8 quarters since. The position peaked at $10.2M in Q4 2018. 492 funds tracked by Wall St. Rank hold IEI as of Q2 2020.

Lenox Wealth Management held 35 shares of iShares 3-7 Year Treasury Bond ETF worth $4K as of Q2 2020.
Lenox Wealth Management bought 12 iShares 3-7 Year Treasury Bond ETF shares in Q2 2020, an estimated $1.6K.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #557 holding.
Lenox Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $10.2M in Q4 2018.
492 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2020.

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