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KMS Financial Services’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

KMS Financial Services’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,645
Closed -$321K – 540
2013
Q3 		$321K Buy
2,645
+939
+55% +$113K 0.08% 274
2013
Q2 		$206K Buy
+1,706
New +$210K 0.06% 333

Other funds holding IEI

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

KMS Financial Services's IEI Position: Q4 2013 in Review

KMS Financial Services sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2013, closing a stake of 2,645 shares — an estimated $321K sold.

KMS Financial Services first reported a position in IEI in Q2 2013 and held it in 2 quarters. The position peaked at $321K in Q3 2013. 142 funds tracked by Wall St. Rank hold IEI as of Q4 2013.

  • KMS Financial Services reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 2,645 iShares 3-7 Year Treasury Bond ETF shares in Q4 2013, an estimated $321K.
  • KMS Financial Services first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • KMS Financial Services's iShares 3-7 Year Treasury Bond ETF position peaked at $321K in Q3 2013.
  • 142 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.