Lenox Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-30,928
| Closed | -$752K | – | 697 |
|
|
2018
Q3 | $752K | Sell |
30,928
-22,835
| -42% | -$555K | 0.22% | 85 |
|
|
2018
Q2 | $1.31M | Sell |
53,763
-5,125
| -9% | -$124K | 0.42% | 50 |
|
|
2018
Q1 | $1.44M | Sell |
58,888
-9,031
| -13% | -$221K | 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 |
|