Lenox Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-32,584	Closed	-$768K	–	661
2018 Q3	$768K	Sell	32,584 -24,978	-43%	-$589K	0.23%	76
2018 Q2	$1.36M	Sell	57,562 -5,865	-9%	-$138K	0.44%	42
2018 Q1	$1.53M	Buy	63,427 +63,397	+211,323%	+$1.53M	0.49%	40
2017 Q4	$1K	Buy	+30	New	+$1K	﹤0.01%	465