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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.36M	Buy	107,789 +24,916	+30%	+$546K	0.16%	105
2025 Q1	$1.8M	Buy	82,873 +3,215	+4%	+$70K	0.13%	117
2024 Q4	$1.7M	Buy	79,658 +8,782	+12%	+$187K	0.12%	122
2024 Q3	$1.57M	Buy	70,876 +7,864	+12%	+$174K	0.11%	127
2024 Q2	$1.35M	Buy	+63,012	New	+$1.35M	0.1%	130