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Boston Family Office’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Boston Family Office’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71M Buy
74,679
+2,461
+3% +$56.8K 0.11% 133
2025
Q4 		$1.67M Buy
72,218
+2,893
+4% +$67.1K 0.11% 133
2025
Q3 		$1.6M Buy
69,325
+828
+1% +$19K 0.1% 138
2025
Q2 		$1.58M Buy
68,497
+4,304
+7% +$97.9K 0.1% 133
2025
Q1 		$1.47M Buy
+64,193
New +$1.44M 0.1% 134

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Boston Family Office increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 3.4% in Q1 2026, buying an estimated $56.8K and bringing the position to 74,679 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #133.

Boston Family Office first reported a position in IBTM in Q1 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Boston Family Office held 74,679 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.71M as of Q1 2026.
  • Boston Family Office bought 2,461 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $56.8K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.11% of Boston Family Office's portfolio in Q1 2026, its #133 holding.
  • Boston Family Office first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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