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KMS Financial Services’s iShares Intermediate Government/Credit Bond ETF GVI Stock Holding History

KMS Financial Services’s Portfolio GVI Stock Details GVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$277K Sell
2,516
-94
-4% -$10.4K 0.04% 389
2014
Q2 		$289K Sell
2,610
-34
-1% -$3.76K 0.04% 395
2014
Q1 		$291K Buy
2,644
+147
+6% +$16.2K 0.05% 385
2013
Q4 		$273K Hold
2,497
– – 0.05% 392
2013
Q3 		$275K Sell
2,497
-183
-7% -$20K 0.07% 311
2013
Q2 		$294K Buy
+2,680
New +$299K 0.08% 265

Other funds holding GVI

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

KMS Financial Services's GVI Position: Q3 2014 in Review

KMS Financial Services reduced its iShares Intermediate Government/Credit Bond ETF (GVI) stake by 3.6% in Q3 2014, selling an estimated $10.4K and leaving 2,516 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #389.

KMS Financial Services first reported a position in GVI in Q2 2013 and has held it in 6 quarters since. The position peaked at $294K in Q2 2013. 107 funds tracked by Wall St. Rank hold GVI as of Q3 2014.

  • KMS Financial Services held 2,516 shares of iShares Intermediate Government/Credit Bond ETF worth $277K as of Q3 2014.
  • KMS Financial Services sold 94 iShares Intermediate Government/Credit Bond ETF shares in Q3 2014, an estimated $10.4K.
  • iShares Intermediate Government/Credit Bond ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #389 holding.
  • KMS Financial Services first reported a position in iShares Intermediate Government/Credit Bond ETF in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's iShares Intermediate Government/Credit Bond ETF position peaked at $294K in Q2 2013.
  • 107 funds tracked by Wall St. Rank held iShares Intermediate Government/Credit Bond ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.