KMS Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

KMS Financial Services’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$417K	Sell	4,926 -1,222	-20%	-$103K	0.06%	301
2014 Q2	$520K	Sell	6,148 -14,554	-70%	-$1.23M	0.07%	258
2014 Q1	$1.75M	Sell	20,702 -467	-2%	-$39.4K	0.28%	91
2013 Q4	$1.79M	Sell	21,169 -15,622	-42%	-$1.32M	0.3%	76
2013 Q3	$3.11M	Buy	36,791 +2,433	+7%	+$205K	0.76%	20
2013 Q2	$2.9M	Buy	+34,358	New	+$2.9M	0.81%	21

Other funds holding SHY

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

JIR

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

KMS Financial Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q3 2014, selling an estimated $103K and leaving 4,926 shares worth $417K. The position accounts for 0.06% of the portfolio, ranked #301.

KMS Financial Services first reported a position in SHY in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.11M in Q3 2013. 334 funds tracked by Wall St. Rank hold SHY as of Q3 2014.

KMS Financial Services held 4,926 shares of iShares 1-3 Year Treasury Bond ETF worth $417K as of Q3 2014.
KMS Financial Services sold 1,222 iShares 1-3 Year Treasury Bond ETF shares in Q3 2014, an estimated $103K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of KMS Financial Services's portfolio in Q3 2014, its #301 holding.
KMS Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 6 quarters since.
KMS Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $3.11M in Q3 2013.
334 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2014.

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