HPC
IBMM

HM Payson & Co’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

HM Payson & Co’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-720
Closed -$18.8K – 1172
2024
Q3 		$18.8K Hold
720
– – ﹤0.01% 776
2024
Q2 		$18.8K Hold
720
– – ﹤0.01% 772
2024
Q1 		$18.7K Buy
+720
New +$18.7K ﹤0.01% 758

Other funds holding IBMM

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

HM Payson & Co's IBMM Position: Q4 2024 in Review

HM Payson & Co sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 720 shares — an estimated $18.8K sold.

HM Payson & Co first reported a position in IBMM in Q1 2024 and held it in 3 quarters. The position peaked at $18.8K in Q3 2024. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • HM Payson & Co reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 720 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $18.8K.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2024 and held it in 3 quarters.
  • HM Payson & Co's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $18.8K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.