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

Lenox Wealth Management’s Portfolio IBDS Stock Details IBDS 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	$768K	Sell
2018 Q2	$1.36M	Sell
2018 Q1	$1.53M	Buy
2017 Q4	$1K	Buy