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HM Payson & Co’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

HM Payson & Co’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101M Sell
4,186,318
-4,193
-0.1% -$102K 1.34% 19
2026
Q1 		$102M Sell
4,190,511
-92,641
-2% -$2.24M 1.47% 20
2025
Q4 		$104M Buy
4,283,152
+723,189
+20% +$17.5M 1.46% 21
2025
Q3 		$86.5M Buy
3,559,963
+363,350
+11% +$8.8M 1.24% 26
2025
Q2 		$77.5M Buy
3,196,613
+440,848
+16% +$10.7M 1.23% 27
2025
Q1 		$66.7M Buy
2,755,765
+537,517
+24% +$13M 1.17% 28
2024
Q4 		$53.4M Buy
2,218,248
+670,827
+43% +$16.2M 0.91% 35
2024
Q3 		$37.6M Buy
1,547,421
+149,232
+11% +$3.59M 0.64% 47
2024
Q2 		$33.3M Buy
1,398,189
+314,524
+29% +$7.47M 0.61% 50
2024
Q1 		$25.8M Buy
1,083,665
+565,706
+109% +$13.5M 0.48% 54
2023
Q4 		$12.4M Buy
517,959
+515,809
+23,991% +$12.1M 0.26% 71
2023
Q3 		$50.2K Buy
+2,150
New +$50.3K ﹤0.01% 575

Other funds holding IBDR

GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

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

HM Payson & Co reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.1% in Q2 2026, selling an estimated $102K and leaving 4,186,318 shares worth $101M. The position accounts for 1.34% of the portfolio, ranked #19.

HM Payson & Co first reported a position in IBDR in Q3 2023 and has held it in 12 quarters since. The position peaked at $104M in Q4 2025. 79 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • HM Payson & Co held 4,186,318 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $101M as of Q2 2026.
  • HM Payson & Co sold 4,193 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $102K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 1.34% of HM Payson & Co's portfolio in Q2 2026, its #19 holding.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • HM Payson & Co's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $104M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

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