HM PAYSON & CO IBDR Holdings History

Number of Shares
2.76 Mil
Current Holdings Value*
$66.72 Mil
% of Portfolio
1.17%
Total Estimate Gain
$863,229.37
% of Total Estimate Gain
1.31%

HM PAYSON & CO's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary

As of 2025-03-31, HM PAYSON & CO held 2.76 Mil shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $66.72 Mil. This investment constitutes 1.17% of their stock portfolio, and HM PAYSON & CO now holds 2.05% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.

The initial trade took place in 2023Q3. And since then HM PAYSON & CO has made 7 purchases of IBDR, at an average price of $23.90, for a total of 2.76 Mil shares. Based on historical transaction data and IBDR's current price of $24.21, HM PAYSON & CO's estimated gain on his IBDR holdings is $863,229.37, reflecting a 1.31% gain to date.

HM PAYSON & CO IBDR ($24.21) Holding Chart

HM PAYSON & CO IBDR ($24.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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