KCS Wealth Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

KCS Wealth Advisory’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-97	Closed	-$10.9K	–	255
2019 Q3	$10.9K	Buy	+97	New	+$10.8K	0.01%	348
2018 Q1	–	Sell	-2,483	Closed	-$262K	–	174
2017 Q4	$262K	Buy	+2,483	New	+$263K	0.25%	134

Other funds holding IEF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCS Wealth Advisory's IEF Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q4 2019, closing a stake of 97 shares — an estimated $10.9K sold.

KCS Wealth Advisory first reported a position in IEF in Q4 2017 and held it in 2 quarters. The position peaked at $262K in Q4 2017. 567 funds tracked by Wall St. Rank hold IEF as of Q4 2019.

KCS Wealth Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 97 iShares 7-10 Year Treasury Bond ETF shares in Q4 2019, an estimated $10.9K.
KCS Wealth Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 2 quarters.
KCS Wealth Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $262K in Q4 2017.
567 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.