BFO
IBTE

Boston Family Office’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Boston Family Office’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-71,139
Closed -$1.71M – 284
2024
Q3 		$1.71M Sell
71,139
-32,901
-32% -$788K 0.12% 119
2024
Q2 		$2.5M Sell
104,040
-3,465
-3% -$82.9K 0.18% 100
2024
Q1 		$2.57M Sell
107,505
-2,555
-2% -$61.1K 0.19% 95
2023
Q4 		$2.63M Buy
110,060
+21,211
+24% +$505K 0.2% 92
2023
Q3 		$2.12M Buy
88,849
+3,540
+4% +$84.2K 0.17% 103
2023
Q2 		$2.03M Buy
85,309
+548
+0.6% +$13.1K 0.16% 112
2023
Q1 		$2.04M Sell
84,761
-6,679
-7% -$160K 0.16% 109
2022
Q4 		$2.18M Buy
91,440
+22,535
+33% +$538K 0.18% 106
2022
Q3 		$1.65M Buy
+68,905
New +$1.67M 0.15% 116

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Boston Family Office's IBTE Position: Q4 2024 in Review

Boston Family Office sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 71,139 shares — an estimated $1.71M sold.

Boston Family Office first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $2.63M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Boston Family Office reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Boston Family Office sold 71,139 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.71M.
  • Boston Family Office first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • Boston Family Office's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.63M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Boston Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.