A detailed history of Kcs Wealth Advisory transactions in Ishares Ibonds Dec 2023 Term C stock. As of the latest transaction made, Kcs Wealth Advisory holds 33,452 shares of IBDO stock, worth $0. This represents 0.38% of its overall portfolio holdings.

Number of Shares
33,452
Previous 21,566 55.11%
Holding current value
$0
Previous $545,000 55.6%
% of portfolio
0.38%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$25.21 - $25.36 $299,646 - $301,428
11,886 Added 55.11%
33,452 $848,000
Q2 2023

Jul 17, 2023

SELL
$25.13 - $25.29 $400,924 - $403,476
-15,954 Reduced 42.52%
21,566 $545,000
Q1 2023

Apr 17, 2023

BUY
$25.03 - $25.19 $939,125 - $945,128
37,520 New
37,520 $945,000

Others Institutions Holding IBDO

About ISHARES IBONDS DEC 2023 TERM C


  • Ticker IBDO
  • Sector ETFs
  • Industry ETFs
More about IBDO
Track This Portfolio

Track Kcs Wealth Advisory Portfolio

Follow Kcs Wealth Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kcs Wealth Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Kcs Wealth Advisory with notifications on news.