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 Q2	$1.84M	Sell	80,617 -45,643	-36%	-$1.04M	0.11%	138
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 $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

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

Boston Family Office reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 36% in Q2 2026, selling an estimated $1.04M and leaving 80,617 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #138.

Boston Family Office first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.47M in Q3 2025. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Boston Family Office held 80,617 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $1.84M as of Q2 2026.
Boston Family Office sold 45,643 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.04M.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.11% of Boston Family Office's portfolio in Q2 2026, its #138 holding.
Boston Family Office first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Boston Family Office's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $5.47M in Q3 2025.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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