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HM Payson & Co’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

HM Payson & Co’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-444
Closed -$9.91K – 1166
2025
Q4 		$9.91K Hold
444
– – ﹤0.01% 923
2025
Q3 		$9.99K Buy
+444
New +$9.97K ﹤0.01% 904

Other funds holding IBHG

LIA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HM Payson & Co's IBHG Position: Q1 2026 in Review

HM Payson & Co sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2026, closing a stake of 444 shares — an estimated $9.91K sold.

HM Payson & Co first reported a position in IBHG in Q3 2025 and held it in 2 quarters. The position peaked at $9.99K in Q3 2025. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • HM Payson & Co reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 444 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $9.91K.
  • HM Payson & Co first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and held it in 2 quarters.
  • HM Payson & Co's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $9.99K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.