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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$417K Sell
2014
Q2
$520K Sell
2014
Q1
$1.75M Sell
2013
Q4
$1.79M Sell
2013
Q3
$3.11M Buy
2013
Q2
$2.9M Buy