Boston Family Office’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Boston Family Office’s Portfolio IBTD Stock Details IBTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-102,328	Closed	-$2.54M	–	264
2023 Q3	$2.54M	Sell	102,328 -5,866	-5%	-$145K	0.21%	91
2023 Q2	$2.68M	Buy	108,194 +2,496	+2%	+$61.8K	0.21%	91
2023 Q1	$2.62M	Buy	105,698 +13,674	+15%	+$338K	0.21%	91
2022 Q4	$2.27M	Buy	92,024 +23,927	+35%	+$591K	0.19%	101
2022 Q3	$1.69M	Buy	+68,097	New	+$1.69M	0.15%	114

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Boston Family Office's IBTD Position: Q4 2023 in Review

Boston Family Office sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 102,328 shares — an estimated $2.54M sold.

Boston Family Office first reported a position in IBTD in Q3 2022 and held it in 5 quarters. The position peaked at $2.68M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Boston Family Office reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Boston Family Office sold 102,328 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.54M.
Boston Family Office first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q3 2022 and held it in 5 quarters.
Boston Family Office's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.68M in Q2 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Boston Family Office's 13F filing for Q4 2023, filed 12 Feb 2024.