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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-31,986	Closed	-$745K	–	660
2018 Q3	$745K	Sell	31,986 -23,629	-42%	-$552K	0.22%	89
2018 Q2	$1.3M	Sell	55,615 -5,105	-8%	-$119K	0.42%	53
2018 Q1	$1.44M	Sell	60,720 -9,153	-13%	-$219K	0.46%	51
2017 Q4	$1.72M	Buy	69,873 +7,524	+12%	+$185K	0.52%	41
2017 Q3	$1.54M	Buy	62,349 +12,049	+24%	+$296K	0.53%	37
2017 Q2	$1.23M	Buy	+50,300	New	+$1.23M	0.5%	39

Other funds holding IBDR

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Lenox Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2018, closing a stake of 31,986 shares — an estimated $745K sold.

Lenox Wealth Management first reported a position in IBDR in Q2 2017 and held it in 6 quarters. The position peaked at $1.72M in Q4 2017. 46 funds tracked by Wall St. Rank hold IBDR as of Q4 2018.

Lenox Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Lenox Wealth Management sold 31,986 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2018, an estimated $745K.
Lenox Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2017 and held it in 6 quarters.
Lenox Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.72M in Q4 2017.
46 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2018.

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