Lenox Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$3K	Sell	33 -1	-3%	-$101	﹤0.01%	599
2020 Q1	$3K	Buy	34 +5	+17%	+$503	﹤0.01%	564
2019 Q4	$3K	Buy	29 +5	+21%	+$502	﹤0.01%	610
2019 Q3	$2K	Hold	24	–	–	﹤0.01%	635
2019 Q2	$2K	Hold	24	–	–	﹤0.01%	610
2019 Q1	$2K	Sell	24 -289	-92%	-$28.6K	﹤0.01%	617
2018 Q4	$6K	Hold	313	–	–	﹤0.01%	449
2018 Q3	$7K	Buy	+313	New	+$31K	﹤0.01%	456

Other funds holding STIP

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

PCA

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

Lenox Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.9% in Q2 2020, selling an estimated $101 and leaving 33 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Lenox Wealth Management first reported a position in STIP in Q3 2018 and has held it in 8 quarters since. The position peaked at $7K in Q3 2018. 248 funds tracked by Wall St. Rank hold STIP as of Q2 2020.

Lenox Wealth Management held 33 shares of iShares 0-5 Year TIPS Bond ETF worth $3K as of Q2 2020.
Lenox Wealth Management sold 1 iShares 0-5 Year TIPS Bond ETF share in Q2 2020, an estimated $101.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #599 holding.
Lenox Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $7K in Q3 2018.
248 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2020.

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