Lenox Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Lenox Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-30,928	Closed	-$752K	–	696
2018 Q3	$752K	Sell	30,928 -22,835	-42%	-$555K	0.22%	85
2018 Q2	$1.3M	Sell	53,763 -5,125	-9%	-$125K	0.42%	50
2018 Q1	$1.44M	Sell	58,888 -9,031	-13%	-$223K	0.46%	49
2017 Q4	$1.7M	Buy	67,919 +7,446	+12%	+$187K	0.52%	44
2017 Q3	$1.53M	Buy	60,473 +11,713	+24%	+$297K	0.53%	39
2017 Q2	$1.23M	Buy	+48,760	New	+$1.23M	0.5%	42

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lenox Wealth Management's IBDO Position: Q4 2018 in Review

Lenox Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2018, closing a stake of 30,928 shares — an estimated $752K sold.

Lenox Wealth Management first reported a position in IBDO in Q2 2017 and held it in 6 quarters. The position peaked at $1.7M in Q4 2017. 95 funds tracked by Wall St. Rank hold IBDO as of Q4 2018.

Lenox Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 30,928 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2018, an estimated $752K.
Lenox Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2017 and held it in 6 quarters.
Lenox Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.7M in Q4 2017.
95 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.