Boston Family Office’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.41M	Buy	289,372 +23,388	+9%	+$519K	0.39%	66
2026 Q1	$5.93M	Buy	265,984 +14,330	+6%	+$320K	0.39%	68
2025 Q4	$5.63M	Buy	251,654 +37,430	+17%	+$838K	0.36%	69
2025 Q3	$4.79M	Buy	214,224 +34,061	+19%	+$760K	0.31%	75
2025 Q2	$4.03M	Buy	180,163 +47,668	+36%	+$1.06M	0.27%	82
2025 Q1	$2.95M	Buy	132,495 +43,303	+49%	+$953K	0.21%	92
2024 Q4	$1.95M	Buy	89,192 +13,633	+18%	+$301K	0.13%	113
2024 Q3	$1.7M	Buy	75,559 +7,794	+12%	+$174K	0.12%	120
2024 Q2	$1.48M	Buy	+67,765	New	+$1.47M	0.11%	124

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Boston Family Office increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 8.8% in Q2 2026, buying an estimated $519K and bringing the position to 289,372 shares worth $6.41M. The position accounts for 0.39% of the portfolio, ranked #66.

Boston Family Office first reported a position in IBTI in Q2 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Boston Family Office held 289,372 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $6.41M as of Q2 2026.
Boston Family Office bought 23,388 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $519K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.39% of Boston Family Office's portfolio in Q2 2026, its #66 holding.
Boston Family Office first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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