HCM
IGSB icon

HMS Capital Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

HMS Capital Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-170
Closed -$9K – 256
2019
Q2 		$9K Buy
+170
New +$8.99K ﹤0.01% 257

Other funds holding IGSB

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

HMS Capital Management sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q3 2019, closing a stake of 170 shares — an estimated $9K sold.

HMS Capital Management first reported a position in IGSB in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 613 funds tracked by Wall St. Rank hold IGSB as of Q3 2019.

  • HMS Capital Management reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 170 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2019, an estimated $9K.
  • HMS Capital Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • HMS Capital Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $9K in Q2 2019.
  • 613 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2019.

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