Boston Family Office’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21M	Buy	164,416 +21,949	+15%	+$430K	0.2%	101
2026 Q1	$2.81M	Buy	142,467 +27,092	+23%	+$537K	0.19%	102
2025 Q4	$2.29M	Buy	115,375 +14,865	+15%	+$296K	0.15%	112
2025 Q3	$2M	Buy	100,510 +964	+1%	+$19.1K	0.13%	121
2025 Q2	$1.98M	Buy	99,546 +19,563	+24%	+$384K	0.13%	118
2025 Q1	$1.57M	Buy	79,983 +5,162	+7%	+$99.9K	0.11%	129
2024 Q4	$1.44M	Buy	74,821 +2,629	+4%	+$51.2K	0.1%	131
2024 Q3	$1.45M	Buy	72,192 +5,027	+7%	+$99.5K	0.1%	132
2024 Q2	$1.29M	Buy	+67,165	New	+$1.28M	0.09%	132

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Boston Family Office increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 15% in Q2 2026, buying an estimated $430K and bringing the position to 164,416 shares worth $3.21M. The position accounts for 0.2% of the portfolio, ranked #101.

Boston Family Office first reported a position in IBTK in Q2 2024 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Boston Family Office held 164,416 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $3.21M as of Q2 2026.
Boston Family Office bought 21,949 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $430K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.2% of Boston Family Office's portfolio in Q2 2026, its #101 holding.
Boston Family Office first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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