Lenox Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-31,116
| Closed | -$750K | – | 694 |
|
|
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% | -$220K | 0.46% | 50 |
|
|
2017
Q4 | $1.71M | Buy |
68,058
+7,195
| +12% | +$180K | 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 |
|