Lenox Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-31,116	Closed	-$750K	–	693
2018 Q3	$750K	Sell	31,116 -22,854	-42%	-$551K	0.22%	87
2018 Q2	$1.3M	Sell	53,970 -5,073	-9%	-$122K	0.42%	52
2018 Q1	$1.44M	Sell	59,043 -9,015	-13%	-$222K	0.46%	50
2017 Q4	$1.71M	Buy	68,058 +7,195	+12%	+$181K	0.52%	43
2017 Q3	$1.53M	Buy	60,863 +11,789	+24%	+$297K	0.53%	40
2017 Q2	$1.23M	Buy	+49,074	New	+$1.23M	0.5%	40

Other funds holding IBDP

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

MFWM

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

CIA

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

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

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

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

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

Lenox Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2018, closing a stake of 31,116 shares — an estimated $750K sold.

Lenox Wealth Management first reported a position in IBDP in Q2 2017 and held it in 6 quarters. The position peaked at $1.71M in Q4 2017. 71 funds tracked by Wall St. Rank hold IBDP as of Q4 2018.

Lenox Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 31,116 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2018, an estimated $750K.
Lenox Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2017 and held it in 6 quarters.
Lenox Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.71M in Q4 2017.
71 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2018.

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