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 Change in
Stake 		Trade Value 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% -$402K 0.19% 99
2023
Q1 		$945K Buy
+37,520
New +$942K 0.36% 79

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

KCS Wealth Advisory's IBDO Position: Q3 2023 in Review

KCS Wealth Advisory increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 55% in Q3 2023, buying an estimated $301K and bringing the position to 33,452 shares worth $848K. The position accounts for 0.36% of the portfolio, ranked #71.

KCS Wealth Advisory first reported a position in IBDO in Q1 2023 and has held it in 3 quarters since. The position peaked at $945K in Q1 2023. 287 funds tracked by Wall St. Rank hold IBDO as of Q3 2023.

  • KCS Wealth Advisory held 33,452 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $848K as of Q3 2023.
  • KCS Wealth Advisory bought 11,886 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2023, an estimated $301K.
  • iShares iBonds Dec 2023 Term Corporate ETF made up 0.36% of KCS Wealth Advisory's portfolio in Q3 2023, its #71 holding.
  • KCS Wealth Advisory first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and has held it in 3 quarters since.
  • KCS Wealth Advisory's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $945K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.