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Ishares Ibonds Dec 2027 Term T shares owned by KCS Wealth Advisory

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by KCS Wealth Advisory from 13F filings

Historical chart of KCS Wealth Advisory investment in Ishares Ibonds Dec 2027 Term T

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All positions including Ishares Ibonds Dec 2027 Term T held by KCS Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by KCS Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.2M 100k 21.85
2023-06-30 $2.5M 111k 22.15
2023-03-31 $1.5M 68k 22.66

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 Ibonds Dec 2027 Term T

Morgan Stanley
GLOBALT Investments LLC / GA
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Envestnet Asset Management
Integrated Wealth Concepts
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Northwestern Mutual Wealth Management Company
Vista Private Wealth Partners
Hm Payson & Co
Commonwealth Equity Services

View all funds holding Ishares Ibonds Dec 2027 Term T