Lenox Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-30,923
| Closed | -$752K | – | 722 |
|
|
2018
Q3 | $752K | Sell |
30,923
-22,912
| -43% | -$557K | 0.22% | 86 |
|
|
2018
Q2 | $1.31M | Sell |
53,835
-5,150
| -9% | -$125K | 0.42% | 49 |
|
|
2018
Q1 | $1.45M | Sell |
58,985
-9,101
| -13% | -$223K | 0.47% | 47 |
|
|
2017
Q4 | $1.7M | Buy |
68,086
+7,505
| +12% | +$187K | 0.52% | 45 |
|
|
2017
Q3 | $1.53M | Buy |
60,581
+11,766
| +24% | +$297K | 0.53% | 41 |
|
|
2017
Q2 | $1.23M | Buy |
+48,815
| New | +$1.23M | 0.5% | 43 |
|