HM Payson & Co’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

HM Payson & Co’s Portfolio IBHE Stock Details IBHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-431	Closed	-$10K	–	1172
2025 Q3	$10K	Buy	+431	New	+$9.99K	﹤0.01%	903

Other funds holding IBHE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HM Payson & Co's IBHE Position: Q4 2025 in Review

HM Payson & Co sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 431 shares — an estimated $10K sold.

HM Payson & Co first reported a position in IBHE in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

HM Payson & Co reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 431 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $10K.
HM Payson & Co first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
HM Payson & Co's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $10K in Q3 2025.
1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.