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HM Payson & Co’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

HM Payson & Co’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Hold
446
– – ﹤0.01% 920
2026
Q1 		$10.4K Hold
446
– – ﹤0.01% 907
2025
Q4 		$10.5K Hold
446
– – ﹤0.01% 915
2025
Q3 		$10.6K Buy
+446
New +$10.5K ﹤0.01% 899

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HM Payson & Co held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q2 2026 at 446 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

HM Payson & Co first reported a position in IBHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.6K in Q3 2025. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • HM Payson & Co held 446 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $10.4K as of Q2 2026.
  • HM Payson & Co left its iShares iBonds 2029 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #920 holding.
  • HM Payson & Co first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • HM Payson & Co's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $10.6K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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