KWA
IBTH icon

KCS Wealth Advisory’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

KCS Wealth Advisory’s Portfolio IBTH Stock Details IBTH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.18M Sell
99,685
-11,022
-10% -$241K 0.93% 32
2023
Q2 		$2.45M Buy
110,707
+42,713
+63% +$946K 0.85% 38
2023
Q1 		$1.54M Buy
+67,994
New +$1.54M 0.58% 49