HPC
IBTF

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

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 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.