Boston Family Office’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.31M Buy
281,963
+9,230
+3% +$207K 0.38% 67
2026
Q1
$6.12M Buy
272,733
+13,534
+5% +$304K 0.41% 67
2025
Q4
$5.82M Buy
259,199
+23,324
+10% +$525K 0.37% 68
2025
Q3
$5.31M Buy
235,875
+13,996
+6% +$314K 0.34% 70
2025
Q2
$4.99M Buy
221,879
+27,664
+14% +$620K 0.33% 72
2025
Q1
$4.35M Buy
194,215
+13,948
+8% +$311K 0.31% 73
2024
Q4
$4M Buy
180,267
+79,423
+79% +$1.77M 0.27% 79
2024
Q3
$2.28M Buy
100,844
+27,917
+38% +$626K 0.15% 107
2024
Q2
$1.61M Buy
+72,927
New +$1.6M 0.12% 119

Other funds holding IBTH

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

Boston Family Office increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 3.4% in Q2 2026, buying an estimated $207K and bringing the position to 281,963 shares worth $6.31M. The position accounts for 0.38% of the portfolio, ranked #67.

Boston Family Office first reported a position in IBTH in Q2 2024 and has held it in 9 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • Boston Family Office held 281,963 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $6.31M as of Q2 2026.
  • Boston Family Office bought 9,230 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $207K.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.38% of Boston Family Office's portfolio in Q2 2026, its #67 holding.
  • Boston Family Office first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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