KWA
ISTB icon

KCS Wealth Advisory’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

KCS Wealth Advisory’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,425
Closed -$71.9K – 267
2019
Q3 		$71.9K Buy
+1,425
New +$71.8K 0.05% 219

Other funds holding ISTB

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

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

KCS Wealth Advisory sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2019, closing a stake of 1,425 shares — an estimated $71.9K sold.

KCS Wealth Advisory first reported a position in ISTB in Q3 2019 and held it in 1 quarter. The position peaked at $71.9K in Q3 2019. 245 funds tracked by Wall St. Rank hold ISTB as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 1,425 iShares Core 1-5 Year USD Bond ETF shares in Q4 2019, an estimated $71.9K.
  • KCS Wealth Advisory first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Core 1-5 Year USD Bond ETF position peaked at $71.9K in Q3 2019.
  • 245 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2019.

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