Lenox Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-31,010
| Closed | -$755K | – | 723 |
|
|
2018
Q3 | $755K | Sell |
31,010
-23,029
| -43% | -$561K | 0.22% | 83 |
|
|
2018
Q2 | $1.32M | Sell |
54,039
-5,237
| -9% | -$128K | 0.42% | 48 |
|
|
2018
Q1 | $1.45M | Sell |
59,276
-9,212
| -13% | -$225K | 0.47% | 46 |
|
|
2017
Q4 | $1.7M | Buy |
68,488
+7,563
| +12% | +$188K | 0.52% | 47 |
|
|
2017
Q3 | $1.53M | Buy |
60,925
+11,861
| +24% | +$297K | 0.52% | 42 |
|
|
2017
Q2 | $1.23M | Buy |
+49,064
| New | +$1.23M | 0.5% | 44 |
|