Lenox Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-31,247
| Closed | -$747K | – | 659 |
|
|
2018
Q3 | $747K | Sell |
31,247
-23,105
| -43% | -$552K | 0.22% | 88 |
|
|
2018
Q2 | $1.3M | Sell |
54,352
-5,053
| -9% | -$121K | 0.42% | 51 |
|
|
2018
Q1 | $1.44M | Sell |
59,405
-8,996
| -13% | -$218K | 0.46% | 48 |
|
|
2017
Q4 | $1.71M | Buy |
68,401
+7,372
| +12% | +$185K | 0.52% | 42 |
|
|
2017
Q3 | $1.53M | Buy |
61,029
+11,818
| +24% | +$297K | 0.53% | 38 |
|
|
2017
Q2 | $1.23M | Buy |
+49,211
| New | +$1.23M | 0.5% | 41 |
|