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HM Payson & Co’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

HM Payson & Co’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.2M Buy
1,184,748
+136,887
+13% +$3.04M 0.35% 61
2026
Q1 		$23.3M Buy
1,047,861
+428,905
+69% +$9.59M 0.34% 61
2025
Q4 		$13.8M Buy
618,956
+539,718
+681% +$12.1M 0.2% 77
2025
Q3 		$1.77M Buy
79,238
+15,849
+25% +$354K 0.03% 162
2025
Q2 		$1.42M Buy
63,389
+61,130
+2,706% +$1.36M 0.02% 177
2025
Q1 		$50.3K Hold
2,259
– – ﹤0.01% 644
2024
Q4 		$49.5K Hold
2,259
– – ﹤0.01% 646
2024
Q3 		$50.8K Hold
2,259
– – ﹤0.01% 626
2024
Q2 		$49.3K Hold
2,259
– – ﹤0.01% 604
2024
Q1 		$49.6K Buy
+2,259
New +$49.7K ﹤0.01% 597

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

HM Payson & Co increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 13% in Q2 2026, buying an estimated $3.04M and bringing the position to 1,184,748 shares worth $26.2M. The position accounts for 0.35% of the portfolio, ranked #61.

HM Payson & Co first reported a position in IBTI in Q1 2024 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • HM Payson & Co held 1,184,748 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $26.2M as of Q2 2026.
  • HM Payson & Co bought 136,887 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $3.04M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.35% of HM Payson & Co's portfolio in Q2 2026, its #61 holding.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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