HPC
IBHJ icon

HM Payson & Co’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

HM Payson & Co’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.98K Hold
377
– – ﹤0.01% 927
2026
Q1 		$9.88K Hold
377
– – ﹤0.01% 916
2025
Q4 		$10K Hold
377
– – ﹤0.01% 919
2025
Q3 		$10.1K Buy
+377
New +$10K ﹤0.01% 901

Other funds holding IBHJ

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

HM Payson & Co held its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) position steady in Q2 2026 at 377 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

HM Payson & Co first reported a position in IBHJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1K in Q3 2025. 7 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • HM Payson & Co held 377 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $9.98K as of Q2 2026.
  • HM Payson & Co left its iShares iBonds 2030 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #927 holding.
  • HM Payson & Co first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • HM Payson & Co's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $10.1K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held iShares iBonds 2030 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.