HCM
IBDO

HMS Capital Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

HMS Capital Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,117
Closed -$130K – 302
2019
Q2 		$130K Buy
+5,117
New +$128K 0.06% 165

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HMS Capital Management's IBDO Position: Q3 2019 in Review

HMS Capital Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2019, closing a stake of 5,117 shares — an estimated $130K sold.

HMS Capital Management first reported a position in IBDO in Q2 2019 and held it in 1 quarter. The position peaked at $130K in Q2 2019. 122 funds tracked by Wall St. Rank hold IBDO as of Q3 2019.

  • HMS Capital Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 5,117 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2019, an estimated $130K.
  • HMS Capital Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • HMS Capital Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $130K in Q2 2019.
  • 122 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2019.

Based on HMS Capital Management's 13F filing for Q3 2019, filed 15 Oct 2019.