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KMS Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

KMS Financial Services’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$489K Sell
4,718
-1,577
-25% -$163K 0.07% 271
2014
Q2 		$652K Buy
6,295
+2,025
+47% +$208K 0.09% 223
2014
Q1 		$434K Buy
+4,270
New +$434K 0.07% 290
2013
Q3 		– Sell
-2,492
Closed -$255K – 460
2013
Q2 		$255K Buy
+2,492
New +$266K 0.07% 298

Other funds holding IEF

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

KMS Financial Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q3 2014, selling an estimated $163K and leaving 4,718 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #271.

KMS Financial Services first reported a position in IEF in Q2 2013 and has held it in 4 quarters since. The position peaked at $652K in Q2 2014. 205 funds tracked by Wall St. Rank hold IEF as of Q3 2014.

  • KMS Financial Services held 4,718 shares of iShares 7-10 Year Treasury Bond ETF worth $489K as of Q3 2014.
  • KMS Financial Services sold 1,577 iShares 7-10 Year Treasury Bond ETF shares in Q3 2014, an estimated $163K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #271 holding.
  • KMS Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • KMS Financial Services's iShares 7-10 Year Treasury Bond ETF position peaked at $652K in Q2 2014.
  • 205 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2014.

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