Boston Family Office’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.23M	Buy	148,083 +21,872	+17%	+$480K	0.22%	94
2025 Q4	$2.77M	Buy	126,211 +16,345	+15%	+$359K	0.18%	103
2025 Q3	$2.41M	Buy	109,866 +2,077	+2%	+$45.5K	0.15%	106
2025 Q2	$2.36M	Buy	107,789 +24,916	+30%	+$542K	0.16%	105
2025 Q1	$1.8M	Buy	82,873 +3,215	+4%	+$69.1K	0.13%	117
2024 Q4	$1.7M	Buy	79,658 +8,782	+12%	+$189K	0.12%	122
2024 Q3	$1.57M	Buy	70,876 +7,864	+12%	+$172K	0.11%	127
2024 Q2	$1.35M	Buy	+63,012	New	+$1.34M	0.1%	130

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return