Lenox Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-31,986
| Closed | -$745K | – | 660 |
|
|
2018
Q3 | $745K | Sell |
31,986
-23,629
| -42% | -$550K | 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% | -$217K | 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% | +$297K | 0.53% | 37 |
|
|
2017
Q2 | $1.23M | Buy |
+50,300
| New | +$1.23M | 0.5% | 39 |
|