HM Payson & Co’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,143,296	Closed	-$120M	–	1173
2025 Q3	$120M	Buy	5,143,296 +624,136	+14%	+$14.6M	1.73%	16
2025 Q2	$106M	Buy	4,519,160 +1,545	+0%	+$36K	1.67%	17
2025 Q1	$106M	Buy	4,517,615 +379,620	+9%	+$8.86M	1.85%	13
2024 Q4	$96.5M	Buy	4,137,995 +291,653	+8%	+$6.8M	1.64%	16
2024 Q3	$90.1M	Buy	3,846,342 +131,964	+4%	+$3.07M	1.54%	18
2024 Q2	$86.2M	Buy	3,714,378 +400,469	+12%	+$9.28M	1.57%	19
2024 Q1	$77M	Buy	3,313,909 +2,996,670	+945%	+$69.7M	1.43%	21
2023 Q4	$7.39M	Buy	+317,239	New	+$7.33M	0.15%	82

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

HM Payson & Co's IBTF Position: Q4 2025 in Review

HM Payson & Co sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 5,143,296 shares — an estimated $120M sold.

HM Payson & Co first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $120M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

HM Payson & Co reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 5,143,296 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $120M.
HM Payson & Co first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
HM Payson & Co's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $120M in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.