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HM Payson & Co’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

HM Payson & Co’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.5M Buy
2,940,328
+650,115
+28% +$16.5M 1.07% 28
2025
Q4 		$58.3M Buy
2,290,213
+2,246,627
+5,154% +$57.2M 0.82% 32
2025
Q3 		$1.11M Buy
43,586
+1,225
+3% +$31.1K 0.02% 211
2025
Q2 		$1.08M Buy
42,361
+18,050
+74% +$455K 0.02% 207
2025
Q1 		$614K Buy
24,311
+11,539
+90% +$289K 0.01% 262
2024
Q4 		$318K Hold
12,772
– – 0.01% 342
2024
Q3 		$326K Buy
12,772
+11,635
+1,023% +$293K 0.01% 339
2024
Q2 		$28.2K Buy
1,137
+737
+184% +$18.2K ﹤0.01% 696
2024
Q1 		$9.96K Buy
+400
New +$9.96K ﹤0.01% 819

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return