KWA
IBDO

KCS Wealth Advisory’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

KCS Wealth Advisory’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		$848K Buy
33,452
+11,886
+55% +$301K 0.36% 71
2023
Q2 		$545K Sell
21,566
-15,954
-43% -$403K 0.19% 99
2023
Q1 		$945K Buy
+37,520
New +$945K 0.36% 79