Lenox Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$327K	Sell	3,785 -43,058	-92%	-$3.73M	0.1%	113
2020 Q1	$4.06M	Buy	46,843 +6,960	+17%	+$594K	1.4%	14
2019 Q4	$3.38M	Sell	39,883 -16,318	-29%	-$1.38M	0.95%	24
2019 Q3	$4.77M	Sell	56,201 -26,550	-32%	-$2.25M	1.39%	14
2019 Q2	$7.01M	Buy	82,751 +1,577	+2%	+$133K	2.1%	7
2019 Q1	$6.83M	Sell	81,174 -3,465	-4%	-$290K	2.13%	8
2018 Q4	$7.08M	Buy	84,639 +69,162	+447%	+$5.75M	2.38%	5
2018 Q3	$1.29M	Buy	+15,477	New	+$1.29M	0.38%	46
2018 Q2	–	Sell	-236	Closed	-$19K	–	604
2018 Q1	$19K	Hold	236	–	–	0.01%	300
2017 Q4	$20K	Hold	236	–	–	0.01%	312
2017 Q3	$19K	Hold	236	–	–	0.01%	329
2017 Q2	$20K	Buy	+236	New	+$20K	0.01%	306

Other funds holding SHY

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Lenox Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 92% in Q2 2020, selling an estimated $3.73M and leaving 3,785 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #113.

Lenox Wealth Management first reported a position in SHY in Q2 2017 and has held it in 12 quarters since. The position peaked at $7.08M in Q4 2018. 847 funds tracked by Wall St. Rank hold SHY as of Q2 2020.

Lenox Wealth Management held 3,785 shares of iShares 1-3 Year Treasury Bond ETF worth $327K as of Q2 2020.
Lenox Wealth Management sold 43,058 iShares 1-3 Year Treasury Bond ETF shares in Q2 2020, an estimated $3.73M.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Lenox Wealth Management's portfolio in Q2 2020, its #113 holding.
Lenox Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and has held it in 12 quarters since.
Lenox Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $7.08M in Q4 2018.
847 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2020.

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