HM Payson & Co’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

HM Payson & Co’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.9K	Hold	1,963	–	–	﹤0.01%	706
2026 Q1	$49.9K	Buy	+1,963	New	+$50K	﹤0.01%	685
2024 Q4	–	Sell	-350	Closed	-$8.91K	–	1085
2024 Q3	$8.91K	Hold	350	–	–	﹤0.01%	848
2024 Q2	$8.75K	Hold	350	–	–	﹤0.01%	847
2024 Q1	$8.81K	Buy	+350	New	+$8.85K	﹤0.01%	833

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HM Payson & Co held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 1,963 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

HM Payson & Co first reported a position in IBMP in Q1 2024 and has held it in 5 quarters since. The position peaked at $49.9K in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

HM Payson & Co held 1,963 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $49.9K as of Q2 2026.
HM Payson & Co left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #706 holding.
HM Payson & Co first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2024 and has held it in 5 quarters since.
HM Payson & Co's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $49.9K in Q1 2026.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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