HCM
IBMN

HMS Capital Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

HMS Capital Management’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,886
Closed -$51K – 252
2019
Q2 		$51K Buy
+1,886
New +$50.3K 0.02% 215

Other funds holding IBMN

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return
CIA
Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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

HMS Capital Management sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q3 2019, closing a stake of 1,886 shares — an estimated $51K sold.

HMS Capital Management first reported a position in IBMN in Q2 2019 and held it in 1 quarter. The position peaked at $51K in Q2 2019. 30 funds tracked by Wall St. Rank hold IBMN as of Q3 2019.

  • HMS Capital Management reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 1,886 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q3 2019, an estimated $51K.
  • HMS Capital Management first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2019 and held it in 1 quarter.
  • HMS Capital Management's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $51K in Q2 2019.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q3 2019.

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