KMS Financial Services’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.66M	Buy	14,845 +220	+2%	+$25.2K	0.23%	108
2014 Q2	$1.69M	Sell	14,625 -749	-5%	-$85.3K	0.24%	102
2014 Q1	$1.72M	Sell	15,374 -551	-3%	-$61.6K	0.27%	92
2013 Q4	$1.75M	Sell	15,925 -2,035	-11%	-$227K	0.3%	78
2013 Q3	$2.02M	Sell	17,960 -1,010	-5%	-$113K	0.49%	43
2013 Q2	$2.13M	Buy	+18,970	New	+$2.24M	0.59%	33

Other funds holding TIP

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAIM

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

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

KMS Financial Services increased its iShares TIPS Bond ETF (TIP) stake by 1.5% in Q3 2014, buying an estimated $25.2K and bringing the position to 14,845 shares worth $1.66M. The position accounts for 0.23% of the portfolio, ranked #108.

KMS Financial Services first reported a position in TIP in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.13M in Q2 2013. 470 funds tracked by Wall St. Rank hold TIP as of Q3 2014.

KMS Financial Services held 14,845 shares of iShares TIPS Bond ETF worth $1.66M as of Q3 2014.
KMS Financial Services bought 220 iShares TIPS Bond ETF shares in Q3 2014, an estimated $25.2K.
iShares TIPS Bond ETF made up 0.23% of KMS Financial Services's portfolio in Q3 2014, its #108 holding.
KMS Financial Services first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 6 quarters since.
KMS Financial Services's iShares TIPS Bond ETF position peaked at $2.13M in Q2 2013.
470 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2014.

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