KCS Wealth Advisory »

Ishares Tr ibnd dec23 etf shares owned by KCS Wealth Advisory

Quarter-by-quarter ownership of Ishares Tr ibnd dec23 etf shares owned by KCS Wealth Advisory from 13F filings

Historical chart of KCS Wealth Advisory investment in Ishares Tr ibnd dec23 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec23 etf held by KCS Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr ibnd dec23 etf by KCS Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $848k 34k 25.36
2023-06-30 $545k 22k 25.29
2023-03-31 $945k 38k 25.19

More positions owned by KCS Wealth Advisory

Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Alphabet Cap Stk Cl C (GOOG)
Novo-nordisk A S Adr (NVO)
Applied Materials (AMAT)
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)
Comcast Corp Cl A (CMCSA)

View all positions for KCS Wealth Advisory

Top funds holding Ishares Tr ibnd dec23 etf

IFP Advisors
Financial Gravity Wealth
Ogorek Anthony Joseph
Huntington National Bank

View all funds holding Ishares Tr ibnd dec23 etf