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Boston Family Office’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Boston Family Office’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-66,187
Closed -$1.61M – 317
2026
Q1 		$1.61M Buy
+66,187
New +$1.73M 0.11% 140

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Boston Family Office's IBDY Position: Q2 2026 in Review

Boston Family Office sold out of iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026, closing a stake of 66,187 shares — an estimated $1.61M sold.

Boston Family Office first reported a position in IBDY in Q1 2026 and held it in 1 quarter. The position peaked at $1.61M in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Boston Family Office reported no remaining iShares iBonds Dec 2033 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Boston Family Office sold 66,187 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $1.61M.
  • Boston Family Office first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Boston Family Office's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.61M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.