Lenox Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	709
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	678
2019 Q4	$1K	Buy	12 +7	+140%	+$814	﹤0.01%	685
2019 Q3	$0	Sell	5 -1	-17%	-$116	﹤0.01%	730
2019 Q2	$0	Buy	+6	New	+$682	﹤0.01%	718
2018 Q4	–	Sell	-1,092	Closed	-$45K	–	678
2018 Q3	$45K	Buy	+1,092	New	+$122K	0.01%	242

Other funds holding TIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PCA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Lenox Wealth Management held its iShares TIPS Bond ETF (TIP) position steady in Q2 2020 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Lenox Wealth Management first reported a position in TIP in Q3 2018 and has held it in 6 quarters since. The position peaked at $45K in Q3 2018. 921 funds tracked by Wall St. Rank hold TIP as of Q2 2020.

Lenox Wealth Management held 12 shares of iShares TIPS Bond ETF worth $1K as of Q2 2020.
Lenox Wealth Management left its iShares TIPS Bond ETF share count unchanged in Q2 2020.
iShares TIPS Bond ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #709 holding.
Lenox Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2018 and has held it in 6 quarters since.
Lenox Wealth Management's iShares TIPS Bond ETF position peaked at $45K in Q3 2018.
921 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2020.

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