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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

Tip: Access up to 7 years of quarterly data

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

GLOBALT Investments LLC / GA
Bank of America Corporation
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Commonwealth Equity Services
FinTrust Capital Advisors
MV Capital Management
Capital Investment Advisors
UBS Group
Steward Partners Investment Advisory
Legacy Private Trust
MKT Advisors
InterOcean Capital Group

View all funds holding Ishares Ibonds Dec 2027 Term T