Lenox Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell
2018 Q3	$745K	Sell
2018 Q2	$1.3M	Sell
2018 Q1	$1.44M	Sell
2017 Q4	$1.72M	Buy
2017 Q3	$1.54M	Buy
2017 Q2	$1.23M	Buy