HPC
HYBB icon

HM Payson & Co’s iShares BB Rated Corporate Bond ETF HYBB Stock Holding History

HM Payson & Co’s Portfolio HYBB Stock Details HYBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,435
Closed -$913K – 1104
2025
Q2 		$913K Sell
19,435
-22,773
-54% -$1.05M 0.01% 222
2025
Q1 		$1.95M Hold
42,208
– – 0.03% 149
2024
Q4 		$1.94M Hold
42,208
– – 0.03% 152
2024
Q3 		$2M Hold
42,208
– – 0.03% 156
2024
Q2 		$1.94M Hold
42,208
– – 0.04% 152
2024
Q1 		$1.95M Buy
+42,208
New +$1.94M 0.04% 153

Other funds holding HYBB

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

HM Payson & Co's HYBB Position: Q3 2025 in Review

HM Payson & Co sold out of iShares BB Rated Corporate Bond ETF (HYBB) in Q3 2025, closing a stake of 19,435 shares — an estimated $913K sold.

HM Payson & Co first reported a position in HYBB in Q1 2024 and held it in 6 quarters. The position peaked at $2M in Q3 2024. 51 funds tracked by Wall St. Rank hold HYBB as of Q3 2025.

  • HM Payson & Co reported no remaining iShares BB Rated Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • HM Payson & Co sold 19,435 iShares BB Rated Corporate Bond ETF shares in Q3 2025, an estimated $913K.
  • HM Payson & Co first reported a position in iShares BB Rated Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
  • HM Payson & Co's iShares BB Rated Corporate Bond ETF position peaked at $2M in Q3 2024.
  • 51 funds tracked by Wall St. Rank held iShares BB Rated Corporate Bond ETF as of Q3 2025.

Based on HM Payson & Co's 13F filing for Q3 2025, filed 17 Oct 2025.