HCM
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HMS Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

HMS Capital Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,156
Closed -$54K – 250
2019
Q2 		$54K Buy
+2,156
New +$52.6K 0.02% 212

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

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

HMS Capital Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2019, closing a stake of 2,156 shares — an estimated $54K sold.

HMS Capital Management first reported a position in IBDR in Q2 2019 and held it in 1 quarter. The position peaked at $54K in Q2 2019. 60 funds tracked by Wall St. Rank hold IBDR as of Q3 2019.

  • HMS Capital Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 2,156 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2019, an estimated $54K.
  • HMS Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • HMS Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $54K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2019.

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