LWM
IBDJ

Lenox Wealth Management’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History

Lenox Wealth Management’s Portfolio IBDJ Stock Details IBDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-61,184
Closed -$1.52M – 533
2017
Q3 		$1.52M Buy
61,184
+11,994
+24% +$298K 0.52% 46
2017
Q2 		$1.22M Buy
+49,190
New +$1.22M 0.5% 48