LWM
IBDL
Lenox Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-30,276
| Closed | -$758K | – | 703 |
|
|
2018
Q3 | $758K | Sell |
30,276
-22,520
| -43% | -$564K | 0.23% | 81 |
|
|
2018
Q2 | $1.32M | Sell |
52,796
-5,135
| -9% | -$129K | 0.43% | 47 |
|
|
2018
Q1 | $1.45M | Sell |
57,931
-9,084
| -14% | -$228K | 0.47% | 45 |
|
|
2017
Q4 | $1.7M | Buy |
67,015
+7,434
| +12% | +$188K | 0.52% | 49 |
|
|
2017
Q3 | $1.52M | Buy |
59,581
+11,634
| +24% | +$297K | 0.52% | 44 |
|
|
2017
Q2 | $1.22M | Buy |
+47,947
| New | +$1.22M | 0.5% | 46 |
|