HMS Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

HMS Capital Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-831	Closed	-$70K	–	278
2019 Q2	$70K	Buy	+831	New	+$70K	0.03%	195
2018 Q2	–	Sell	-2,937	Closed	-$245K	–	211
2018 Q1	$245K	Buy	+2,937	New	+$245K	0.16%	137

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HMS Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019, closing a stake of 831 shares — an estimated $70K sold.

HMS Capital Management first reported a position in SHY in Q1 2018 and held it in 2 quarters. The position peaked at $245K in Q1 2018. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

HMS Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
HMS Capital Management sold 831 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $70K.
HMS Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and held it in 2 quarters.
HMS Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $245K in Q1 2018.
686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

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