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 Q2	$3.99M	Buy	184,177 +36,094	+24%	+$783K	0.24%	91
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

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

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Boston Family Office increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 24% in Q2 2026, buying an estimated $783K and bringing the position to 184,177 shares worth $3.99M. The position accounts for 0.24% of the portfolio, ranked #91.

Boston Family Office first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Boston Family Office held 184,177 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $3.99M as of Q2 2026.
Boston Family Office bought 36,094 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $783K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.24% of Boston Family Office's portfolio in Q2 2026, its #91 holding.
Boston Family Office first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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