HCM
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HMS Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HMS Capital Management’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-284
Closed -$31K – 254
2019
Q2 		$31K Buy
+284
New +$30.4K 0.01% 236

Other funds holding IEF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

HMS Capital Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2019, closing a stake of 284 shares — an estimated $31K sold.

HMS Capital Management first reported a position in IEF in Q2 2019 and held it in 1 quarter. The position peaked at $31K in Q2 2019. 519 funds tracked by Wall St. Rank hold IEF as of Q3 2019.

  • HMS Capital Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 284 iShares 7-10 Year Treasury Bond ETF shares in Q3 2019, an estimated $31K.
  • HMS Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and held it in 1 quarter.
  • HMS Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $31K in Q2 2019.
  • 519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2019.

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