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KMS Financial Services’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

KMS Financial Services’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$274K Sell
2,360
-367
-13% -$42.2K 0.04% 394
2014
Q2 		$310K Sell
2,727
-900
-25% -$100K 0.04% 374
2014
Q1 		$396K Buy
+3,627
New +$387K 0.06% 307

Other funds holding TLT

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

KMS Financial Services reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 13% in Q3 2014, selling an estimated $42.2K and leaving 2,360 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #394.

KMS Financial Services first reported a position in TLT in Q1 2014 and has held it in 3 quarters since. The position peaked at $396K in Q1 2014. 212 funds tracked by Wall St. Rank hold TLT as of Q3 2014.

  • KMS Financial Services held 2,360 shares of iShares 20+ Year Treasury Bond ETF worth $274K as of Q3 2014.
  • KMS Financial Services sold 367 iShares 20+ Year Treasury Bond ETF shares in Q3 2014, an estimated $42.2K.
  • iShares 20+ Year Treasury Bond ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #394 holding.
  • KMS Financial Services first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's iShares 20+ Year Treasury Bond ETF position peaked at $396K in Q1 2014.
  • 212 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2014.

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