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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-61,184
Closed -$1.52M – 531
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

Lenox Wealth Management's IBDJ Position: Q4 2017 in Review

Lenox Wealth Management sold out of iShares iBonds Dec 2017 Term Corporate ETF (IBDJ) in Q4 2017, closing a stake of 61,184 shares — an estimated $1.52M sold.

Lenox Wealth Management first reported a position in IBDJ in Q2 2017 and held it in 2 quarters. The position peaked at $1.52M in Q3 2017. 0 funds tracked by Wall St. Rank hold IBDJ as of Q4 2017.

  • Lenox Wealth Management reported no remaining iShares iBonds Dec 2017 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 61,184 iShares iBonds Dec 2017 Term Corporate ETF shares in Q4 2017, an estimated $1.52M.
  • Lenox Wealth Management first reported a position in iShares iBonds Dec 2017 Term Corporate ETF in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's iShares iBonds Dec 2017 Term Corporate ETF position peaked at $1.52M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2017 Term Corporate ETF as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.