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Ishares Tr shares owned by Hm Payson & Co

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Hm Payson & Co from 13F filings

Historical chart of Hm Payson & Co investment in Ishares Tr

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All positions including Ishares Tr held by Hm Payson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Hm Payson & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $863k 41k 20.84
2026-03-31 $605k 29k 20.93