Lenox Wealth Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-30,404
| Closed | -$763K | – | 725 |
|
|
2018
Q3 | $763K | Sell |
30,404
-22,492
| -43% | -$564K | 0.23% | 79 |
|
|
2018
Q2 | $1.33M | Sell |
52,896
-5,413
| -9% | -$136K | 0.43% | 46 |
|
|
2018
Q1 | $1.47M | Sell |
58,309
-9,314
| -14% | -$234K | 0.47% | 42 |
|
|
2017
Q4 | $1.7M | Buy |
67,623
+7,253
| +12% | +$182K | 0.52% | 48 |
|
|
2017
Q3 | $1.52M | Buy |
60,370
+11,828
| +24% | +$298K | 0.52% | 45 |
|
|
2017
Q2 | $1.22M | Buy |
+48,542
| New | +$1.22M | 0.5% | 47 |
|