Lenox Wealth Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-30,404	Closed	-$763K	–	724
2018 Q3	$763K	Sell	30,404 -22,492	-43%	-$565K	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

Lenox Wealth Management's IBDH Position: Q4 2018 in Review

Lenox Wealth Management sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 30,404 shares — an estimated $763K sold.

Lenox Wealth Management first reported a position in IBDH in Q2 2017 and held it in 6 quarters. The position peaked at $1.7M in Q4 2017. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

Lenox Wealth Management reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 30,404 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $763K.
Lenox Wealth Management first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q2 2017 and held it in 6 quarters.
Lenox Wealth Management's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $1.7M in Q4 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.