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HM Payson & Co’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

HM Payson & Co’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-317
Closed -$8.1K – 1024
2025
Q1 		$8.1K Buy
+317
New +$8.02K ﹤0.01% 877

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
SL
Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

HM Payson & Co's IBDY Position: Q2 2025 in Review

HM Payson & Co sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2025, closing a stake of 317 shares — an estimated $8.1K sold.

HM Payson & Co first reported a position in IBDY in Q1 2025 and held it in 1 quarter. The position peaked at $8.1K in Q1 2025. 120 funds tracked by Wall St. Rank hold IBDY as of Q2 2025.

  • HM Payson & Co reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2025 after selling out during the quarter.
  • HM Payson & Co sold 317 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2025, an estimated $8.1K.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2025 and held it in 1 quarter.
  • HM Payson & Co's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $8.1K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.