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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$274K Sell
2,360
-367
-13% -$42.6K 0.04% 394
2014
Q2
$310K Sell
2,727
-900
-25% -$102K 0.04% 374
2014
Q1
$396K Buy
+3,627
New +$396K 0.06% 307