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HM Payson & Co’s iShares US Treasury Bond ETF GOVT Stock Holding History

HM Payson & Co’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.5M Hold
768,174
– – 0.23% 73
2026
Q1 		$17.6M Buy
+768,174
New +$17.7M 0.25% 74

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

HM Payson & Co held its iShares US Treasury Bond ETF (GOVT) position steady in Q2 2026 at 768,174 shares worth $17.5M. The position accounts for 0.23% of the portfolio, ranked #73.

HM Payson & Co first reported a position in GOVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.6M in Q1 2026. 217 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • HM Payson & Co held 768,174 shares of iShares US Treasury Bond ETF worth $17.5M as of Q2 2026.
  • HM Payson & Co left its iShares US Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares US Treasury Bond ETF made up 0.23% of HM Payson & Co's portfolio in Q2 2026, its #73 holding.
  • HM Payson & Co first reported a position in iShares US Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • HM Payson & Co's iShares US Treasury Bond ETF position peaked at $17.6M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

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