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HM Payson & Co’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

HM Payson & Co’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8M Buy
961,074
+189,532
+25% +$4.11M 0.28% 67
2026
Q1 		$16.9M Buy
771,542
+366,858
+91% +$8.05M 0.24% 79
2025
Q4 		$8.88M Buy
404,684
+397,769
+5,752% +$8.74M 0.13% 86
2025
Q3 		$152K Hold
6,915
– – ﹤0.01% 485
2025
Q2 		$152K Buy
+6,915
New +$150K ﹤0.01% 467

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HM Payson & Co increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 25% in Q2 2026, buying an estimated $4.11M and bringing the position to 961,074 shares worth $20.8M. The position accounts for 0.28% of the portfolio, ranked #67.

HM Payson & Co first reported a position in IBTJ in Q2 2025 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • HM Payson & Co held 961,074 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $20.8M as of Q2 2026.
  • HM Payson & Co bought 189,532 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $4.11M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.28% of HM Payson & Co's portfolio in Q2 2026, its #67 holding.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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