LWM
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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

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return