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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return