HM Payson & Co’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$135M	Sell	5,908,223 -650,692	-10%	-$14.9M	1.95%	11
2025 Q4	$150M	Buy	6,558,915 +1,045,183	+19%	+$23.9M	2.12%	10
2025 Q3	$127M	Buy	5,513,732 +459,168	+9%	+$10.5M	1.82%	15
2025 Q2	$116M	Buy	5,054,564 +340,735	+7%	+$7.8M	1.84%	14
2025 Q1	$108M	Buy	4,713,829 +701,673	+17%	+$16M	1.9%	12
2024 Q4	$91.5M	Buy	4,012,156 +525,995	+15%	+$12M	1.55%	19
2024 Q3	$80.4M	Buy	3,486,161 +171,433	+5%	+$3.92M	1.38%	22
2024 Q2	$75.1M	Buy	3,314,728 +421,086	+15%	+$9.5M	1.36%	24
2024 Q1	$65.7M	Buy	2,893,642 +2,783,510	+2,527%	+$63.3M	1.22%	27
2023 Q4	$2.52M	Buy	+110,132	New	+$2.49M	0.05%	141

Other funds holding IBTG

Kovitz Investment Group Partners

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return