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Ishares Ibonds Dec 2027 Term T shares owned by Hm Payson & Co

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Hm Payson & Co from 13F filings

Historical chart of Hm Payson & Co investment in Ishares Ibonds Dec 2027 Term T

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All positions including Ishares Ibonds Dec 2027 Term T held by Hm Payson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Hm Payson & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 551k 22.64
2024-06-30 $241k 11k 22.08
2024-03-31 $202k 9.1k 22.16
2023-12-31 $133k 6.0k 22.39

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View all positions for Hm Payson & Co

Top funds holding Ishares Ibonds Dec 2027 Term T

Morgan Stanley
GLOBALT Investments LLC / GA
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Envestnet Asset Management
Integrated Wealth Concepts
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Northwestern Mutual Wealth Management Company
Hm Payson & Co
Vista Private Wealth Partners
Commonwealth Equity Services

View all funds holding Ishares Ibonds Dec 2027 Term T