HCM
IBDP

HMS Capital Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

HMS Capital Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,426
Closed -$36K – 301
2019
Q2 		$36K Buy
+1,426
New +$35.6K 0.02% 233

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

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

HMS Capital Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2019, closing a stake of 1,426 shares — an estimated $36K sold.

HMS Capital Management first reported a position in IBDP in Q2 2019 and held it in 1 quarter. The position peaked at $36K in Q2 2019. 89 funds tracked by Wall St. Rank hold IBDP as of Q3 2019.

  • HMS Capital Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 1,426 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2019, an estimated $36K.
  • HMS Capital Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • HMS Capital Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $36K in Q2 2019.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2019.

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