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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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%	+$210K	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	+$255K	0.07%	298