HPC
IBMN

HM Payson & Co’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

HM Payson & Co’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-305
Closed -$8.13K – 1083
2024
Q3 		$8.13K Hold
305
– – ﹤0.01% 857
2024
Q2 		$8.08K Hold
305
– – ﹤0.01% 854
2024
Q1 		$8.07K Buy
+305
New +$8.07K ﹤0.01% 837

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

HM Payson & Co sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2024, closing a stake of 305 shares — an estimated $8.13K sold.

HM Payson & Co first reported a position in IBMN in Q1 2024 and held it in 3 quarters. The position peaked at $8.13K in Q3 2024. 166 funds tracked by Wall St. Rank hold IBMN as of Q4 2024.

  • HM Payson & Co reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 305 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2024, an estimated $8.13K.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2024 and held it in 3 quarters.
  • HM Payson & Co's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $8.13K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2024.

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