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HM Payson & Co’s iShares Biotechnology ETF IBB Stock Holding History

HM Payson & Co’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.4K Hold
265
– – ﹤0.01% 703
2026
Q1 		$44.7K Buy
265
+40
+18% +$6.84K ﹤0.01% 708
2025
Q4 		$38K Hold
225
– – ﹤0.01% 744
2025
Q3 		$32.5K Hold
225
– – ﹤0.01% 764
2025
Q2 		$28.5K Sell
225
-20
-8% -$2.46K ﹤0.01% 738
2025
Q1 		$31.3K Sell
245
-636
-72% -$86.2K ﹤0.01% 719
2024
Q4 		$116K Hold
881
– – ﹤0.01% 513
2024
Q3 		$128K Sell
881
-328
-27% -$47.5K ﹤0.01% 490
2024
Q2 		$166K Sell
1,209
-1
-0.1% -$133 ﹤0.01% 428
2024
Q1 		$166K Hold
1,210
– – ﹤0.01% 434
2023
Q4 		$164K Sell
1,210
-140
-10% -$17.1K ﹤0.01% 417
2023
Q3 		$165K Sell
1,350
-25
-2% -$3.18K ﹤0.01% 408
2023
Q2 		$175K Hold
1,375
– – ﹤0.01% 391
2023
Q1 		$178K Hold
1,375
– – ﹤0.01% 389
2022
Q4 		$180K Sell
1,375
-27
-2% -$3.49K ﹤0.01% 386
2022
Q3 		$164K Hold
1,402
– – ﹤0.01% 402
2022
Q2 		$165K Sell
1,402
-9
-0.6% -$1.07K ﹤0.01% 406
2022
Q1 		$184K Buy
1,411
+176
+14% +$22.9K ﹤0.01% 413
2021
Q4 		$188K Buy
1,235
+1,002
+430% +$155K ﹤0.01% 409
2021
Q3 		$38K Hold
233
– – ﹤0.01% 636
2021
Q2 		$38K Buy
233
+8
+4% +$1.23K ﹤0.01% 636
2021
Q1 		$34K Hold
225
– – ﹤0.01% 676
2020
Q4 		$34K Hold
225
– – ﹤0.01% 681
2020
Q3 		$30K Hold
225
– – ﹤0.01% 657
2020
Q2 		$31K Sell
225
-30
-12% -$3.82K ﹤0.01% 594
2020
Q1 		$27K Sell
255
-102
-29% -$11.7K ﹤0.01% 589
2019
Q4 		$43K Buy
357
+30
+9% +$3.35K ﹤0.01% 610
2019
Q3 		$33K Hold
327
– – ﹤0.01% 654
2019
Q2 		$36K Buy
+327
New +$34.8K ﹤0.01% 652

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

HM Payson & Co held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 265 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

HM Payson & Co first reported a position in IBB in Q2 2019 and has held it in 29 quarters since. The position peaked at $188K in Q4 2021. 956 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • HM Payson & Co held 265 shares of iShares Biotechnology ETF worth $50.4K as of Q2 2026.
  • HM Payson & Co left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #703 holding.
  • HM Payson & Co first reported a position in iShares Biotechnology ETF in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's iShares Biotechnology ETF position peaked at $188K in Q4 2021.
  • 956 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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