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HM Payson & Co’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

HM Payson & Co’s Portfolio HYG Stock Details HYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$188K Hold
2,350
– – ﹤0.01% 459
2026
Q1 		$187K Hold
2,350
– – ﹤0.01% 442
2025
Q4 		$189K Hold
2,350
– – ﹤0.01% 436
2025
Q3 		$191K Hold
2,350
– – ﹤0.01% 438
2025
Q2 		$190K Hold
2,350
– – ﹤0.01% 428
2025
Q1 		$185K Sell
2,350
-100
-4% -$7.94K ﹤0.01% 425
2024
Q4 		$193K Hold
2,450
– – ﹤0.01% 428
2024
Q3 		$197K Hold
2,450
– – ﹤0.01% 420
2024
Q2 		$189K Sell
2,450
-125
-5% -$9.61K ﹤0.01% 408
2024
Q1 		$200K Sell
2,575
-280
-10% -$21.6K ﹤0.01% 403
2023
Q4 		$221K Hold
2,855
– – ﹤0.01% 367
2023
Q3 		$210K Hold
2,855
– – ﹤0.01% 362
2023
Q2 		$214K Buy
2,855
+205
+8% +$15.3K ﹤0.01% 360
2023
Q1 		$200K Buy
2,650
+110
+4% +$8.24K ﹤0.01% 369
2022
Q4 		$187K Buy
2,540
+1,445
+132% +$107K ﹤0.01% 377
2022
Q3 		$78K Hold
1,095
– – ﹤0.01% 505
2022
Q2 		$81K Hold
1,095
– – ﹤0.01% 503
2022
Q1 		$90K Buy
1,095
+120
+12% +$10K ﹤0.01% 510
2021
Q4 		$85K Buy
+975
New +$84.6K ﹤0.01% 527
2021
Q1 		– Sell
-537
Closed -$47K – 1144
2020
Q4 		$47K Buy
537
+347
+183% +$29.7K ﹤0.01% 614
2020
Q3 		$16K Hold
190
– – ﹤0.01% 770
2020
Q2 		$16K Sell
190
-149
-44% -$12K ﹤0.01% 697
2020
Q1 		$26K Sell
339
-24
-7% -$2.03K ﹤0.01% 597
2019
Q4 		$32K Sell
363
-76
-17% -$6.61K ﹤0.01% 649
2019
Q3 		$38K Sell
439
-1,434
-77% -$125K ﹤0.01% 637
2019
Q2 		$163K Buy
+1,873
New +$162K 0.01% 422
2019
Q1 		– Sell
-45
Closed -$4K – 254
2018
Q4 		$4K Sell
45
-7,008
-99% -$587K 0.01% 106
2018
Q3 		$610K Sell
7,053
-2,221
-24% -$191K 0.03% 209
2018
Q2 		$789K Buy
9,274
+434
+5% +$37.2K 0.03% 197
2018
Q1 		$757K Sell
8,840
-94
-1% -$8.12K 0.03% 201
2017
Q4 		$779K Buy
8,934
+1
+0% +$88 0.03% 211
2017
Q3 		$793K Sell
8,933
-475
-5% -$41.9K 0.03% 197
2017
Q2 		$832K Buy
9,408
+125
+1% +$11K 0.04% 196
2017
Q1 		$815K Sell
9,283
-3,000
-24% -$262K 0.04% 193
2016
Q4 		$1.06M Sell
12,283
-3,722
-23% -$320K 0.05% 181
2016
Q3 		$1.4M Buy
16,005
+1,093
+7% +$94K 0.07% 161
2016
Q2 		$1.26M Buy
14,912
+3,359
+29% +$279K 0.06% 159
2016
Q1 		$944K Sell
11,553
-2,414
-17% -$192K 0.05% 178
2015
Q4 		$1.13M Buy
13,967
+2,121
+18% +$176K 0.06% 170
2015
Q3 		$987K Sell
11,846
-194
-2% -$16.8K 0.05% 173
2015
Q2 		$1.07M Buy
12,040
+1,730
+17% +$156K 0.05% 174
2015
Q1 		$934K Hold
10,310
– – 0.05% 178
2014
Q4 		$924K Sell
10,310
-825
-7% -$75.1K 0.05% 180
2014
Q3 		$1.02M Sell
11,135
-2,131
-16% -$199K 0.05% 172
2014
Q2 		$1.26M Buy
13,266
+115
+0.9% +$10.9K 0.06% 157
2014
Q1 		$1.24M Sell
13,151
-15,980
-55% -$1.5M 0.07% 154
2013
Q4 		$2.71M Sell
29,131
-582
-2% -$54K 0.15% 117
2013
Q3 		$2.72M Sell
29,713
-383
-1% -$35.1K 0.16% 113
2013
Q2 		$2.73M Buy
+30,096
New +$2.83M 0.16% 111

Other funds holding HYG

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PAM
PartnerRe Asset Management Greenwich, Connecticut $142M AUM
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HM Payson & Co's HYG Position: Q2 2026 in Review

HM Payson & Co held its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) position steady in Q2 2026 at 2,350 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

HM Payson & Co first reported a position in HYG in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.73M in Q2 2013. 262 funds tracked by Wall St. Rank hold HYG as of Q2 2026.

  • HM Payson & Co held 2,350 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $188K as of Q2 2026.
  • HM Payson & Co left its iShares iBoxx $ High Yield Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #459 holding.
  • HM Payson & Co first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 49 quarters since.
  • HM Payson & Co's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $2.73M in Q2 2013.
  • 262 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.