HPC
IBDV icon

HM Payson & Co’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

HM Payson & Co’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.4M Buy
2,726,515
+272,104
+11% +$5.94M 0.79% 35
2026
Q1 		$53.7M Buy
2,454,411
+801,498
+48% +$17.7M 0.78% 36
2025
Q4 		$36.5M Buy
1,652,913
+1,580,200
+2,173% +$34.9M 0.51% 47
2025
Q3 		$1.61M Buy
+72,713
New +$1.6M 0.02% 171

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

HM Payson & Co increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 11% in Q2 2026, buying an estimated $5.94M and bringing the position to 2,726,515 shares worth $59.4M. The position accounts for 0.79% of the portfolio, ranked #35.

HM Payson & Co first reported a position in IBDV in Q3 2025 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • HM Payson & Co held 2,726,515 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $59.4M as of Q2 2026.
  • HM Payson & Co bought 272,104 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $5.94M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.79% of HM Payson & Co's portfolio in Q2 2026, its #35 holding.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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