KWA
IBTE

KCS Wealth Advisory’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

KCS Wealth Advisory’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,130
Closed -$527K – 154
2023
Q2 		$527K Buy
22,130
+11,009
+99% +$263K 0.18% 100
2023
Q1 		$267K Buy
+11,121
New +$266K 0.1% 131

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

KCS Wealth Advisory sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2023, closing a stake of 22,130 shares — an estimated $527K sold.

KCS Wealth Advisory first reported a position in IBTE in Q1 2023 and held it in 2 quarters. The position peaked at $527K in Q2 2023. 237 funds tracked by Wall St. Rank hold IBTE as of Q3 2023.

  • KCS Wealth Advisory reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • KCS Wealth Advisory sold 22,130 iShares iBonds Dec 2024 Term Treasury ETF shares in Q3 2023, an estimated $527K.
  • KCS Wealth Advisory first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • KCS Wealth Advisory's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $527K in Q2 2023.
  • 237 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2023.

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