Ownership history in HM PAYSON & CO · 3 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ISHARES TR (USHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 82 | -985 | -92.3% | 0.00% | $3K | $36.52 |
| 2024 Q4 | ADDED | 1,067 | +1,014 | +1913.2% | 0.00% | $39K | $33.99 |
| 2023 Q3 | INITIATED | 53 | — | — | 0.00% | $2K | — |
As of 2025 Q4 — sorted by position size