BFO
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Boston Family Office’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Boston Family Office’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.89M Sell
126,260
-94,254
-43% -$2.16M 0.19% 99
2025
Q4 		$5.04M Sell
220,514
-18,067
-8% -$414K 0.32% 73
2025
Q3 		$5.47M Buy
238,581
+12,202
+5% +$279K 0.35% 68
2025
Q2 		$5.19M Buy
226,379
+25,491
+13% +$583K 0.34% 69
2025
Q1 		$4.61M Buy
200,888
+9,790
+5% +$224K 0.33% 69
2024
Q4 		$4.36M Buy
191,098
+26,972
+16% +$616K 0.3% 74
2024
Q3 		$3.79M Buy
164,126
+18,548
+13% +$424K 0.26% 80
2024
Q2 		$3.3M Buy
145,578
+68,866
+90% +$1.55M 0.24% 86
2024
Q1 		$1.74M Buy
76,712
+3,230
+4% +$73.5K 0.13% 119
2023
Q4 		$1.68M Buy
+73,482
New +$1.66M 0.13% 121

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return