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 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 $530B AUM 22.01% 1-Year Est. Return

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TAM

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

DADC

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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Boston Family Office's IBTK Position: Q1 2026 in Review

Boston Family Office increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 23% in Q1 2026, buying an estimated $537K and bringing the position to 142,467 shares worth $2.81M. The position accounts for 0.19% of the portfolio, ranked #102.

Boston Family Office first reported a position in IBTK in Q2 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

Boston Family Office held 142,467 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $2.81M as of Q1 2026.
Boston Family Office bought 27,092 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $537K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.19% of Boston Family Office's portfolio in Q1 2026, its #102 holding.
Boston Family Office first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.