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HM Payson & Co’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

HM Payson & Co’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6K Buy
+500
New +$12.6K ﹤0.01% 903
2025
Q2 		– Sell
-1,177
Closed -$29.4K – 1023
2025
Q1 		$29.4K Buy
+1,177
New +$29.1K ﹤0.01% 736

Other funds holding IBDX

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

HM Payson & Co opened a new position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) in Q2 2026: 500 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: HM Payson & Co previously reported a position in IBDX as recently as Q1 2025.

HM Payson & Co first reported a position in IBDX in Q1 2025 and has held it in 2 quarters since. The position peaked at $29.4K in Q1 2025. 47 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • HM Payson & Co held 500 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $12.6K as of Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF was a new HM Payson & Co position in Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #903 holding.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 2 quarters since.
  • HM Payson & Co's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $29.4K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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