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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return