HCM
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HM Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

HM Capital Management’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 		– Sell
-3,271
Closed -$276K – 30
2014
Q2 		$276K Sell
3,271
-46
-1% -$3.89K 0.34% 21
2014
Q1 		$280K Hold
3,317
– – 0.44% 20
2013
Q4 		$280K Hold
3,317
– – 0.33% 24
2013
Q3 		$280K Hold
3,317
– – 0.41% 24
2013
Q2 		$279K Buy
+3,317
New +$280K 0.53% 23

Other funds holding SHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
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
GB
Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

HM Capital Management's SHY Position: Q3 2014 in Review

HM Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2014, closing a stake of 3,271 shares — an estimated $276K sold.

HM Capital Management first reported a position in SHY in Q2 2013 and held it in 5 quarters. The position peaked at $280K in Q1 2014. 335 funds tracked by Wall St. Rank hold SHY as of Q3 2014.

  • HM Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2014 after selling out during the quarter.
  • HM Capital Management sold 3,271 iShares 1-3 Year Treasury Bond ETF shares in Q3 2014, an estimated $276K.
  • HM Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
  • HM Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $280K in Q1 2014.
  • 335 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2014.

Based on HM Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.