HM Payson & Co’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

HM Payson & Co’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.8M	Buy	3,142,337 +314,936	+11%	+$7.3M	0.96%	29
2026 Q1	$65.8M	Buy	2,827,401 +665,136	+31%	+$15.6M	0.95%	29
2025 Q4	$50.6M	Buy	2,162,265 +2,040,616	+1,677%	+$47.8M	0.71%	37
2025 Q3	$2.86M	Buy	121,649 +109,830	+929%	+$2.57M	0.04%	136
2025 Q2	$276K	Sell	11,819 -831	-7%	-$19.2K	﹤0.01%	368
2025 Q1	$293K	Hold	12,650	–	–	0.01%	354
2024 Q4	$288K	Hold	12,650	–	–	﹤0.01%	359
2024 Q3	$297K	Buy	+12,650	New	+$293K	0.01%	355

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

HM Payson & Co increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 11% in Q2 2026, buying an estimated $7.3M and bringing the position to 3,142,337 shares worth $72.8M. The position accounts for 0.96% of the portfolio, ranked #29.

HM Payson & Co first reported a position in IBDU in Q3 2024 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

HM Payson & Co held 3,142,337 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $72.8M as of Q2 2026.
HM Payson & Co bought 314,936 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $7.3M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.96% of HM Payson & Co's portfolio in Q2 2026, its #29 holding.
HM Payson & Co first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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