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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,130
Closed -$527K – 154
2023
Q2 		$527K Buy
22,130
+11,009
+99% +$262K 0.18% 100
2023
Q1 		$267K Buy
+11,121
New +$267K 0.1% 131