HCM
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HMS Capital Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

HMS Capital Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,341
Closed -$60K – 251
2019
Q2 		$60K Buy
+2,341
New +$57.9K 0.03% 208

Other funds holding IBDS

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

HMS Capital Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2019, closing a stake of 2,341 shares — an estimated $60K sold.

HMS Capital Management first reported a position in IBDS in Q2 2019 and held it in 1 quarter. The position peaked at $60K in Q2 2019. 49 funds tracked by Wall St. Rank hold IBDS as of Q3 2019.

  • HMS Capital Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 2,341 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2019, an estimated $60K.
  • HMS Capital Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • HMS Capital Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $60K in Q2 2019.
  • 49 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2019.

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