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HM Payson & Co’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

HM Payson & Co’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$863K Buy
41,419
+12,519
+43% +$261K 0.01% 246
2026
Q1 		$605K Buy
+28,900
New +$610K 0.01% 273

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

HM Payson & Co increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 43% in Q2 2026, buying an estimated $261K and bringing the position to 41,419 shares worth $863K. The position accounts for 0.01% of the portfolio, ranked #246.

HM Payson & Co first reported a position in IBDW in Q1 2026 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • HM Payson & Co held 41,419 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $863K as of Q2 2026.
  • HM Payson & Co bought 12,519 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $261K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #246 holding.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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