HM Payson & Co’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Buy	+12,416	New	+$251K	﹤0.01%	412

Other funds holding IBTL

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

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

HM Payson & Co opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 12,416 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings.

31 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

HM Payson & Co held 12,416 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $251K as of Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new HM Payson & Co position in Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #412 holding.
31 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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