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HM Payson & Co’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

HM Payson & Co’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5M Buy
1,203,728
+500,974
+71% +$9.81M 0.31% 64
2026
Q1 		$13.9M Buy
702,754
+425,651
+154% +$8.44M 0.2% 81
2025
Q4 		$5.5M Buy
+277,103
New +$5.51M 0.08% 104

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

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

HM Payson & Co increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 71% in Q2 2026, buying an estimated $9.81M and bringing the position to 1,203,728 shares worth $23.5M. The position accounts for 0.31% of the portfolio, ranked #64.

HM Payson & Co first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • HM Payson & Co held 1,203,728 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $23.5M as of Q2 2026.
  • HM Payson & Co bought 500,974 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $9.81M.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.31% of HM Payson & Co's portfolio in Q2 2026, its #64 holding.
  • HM Payson & Co first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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