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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
Q2 		$1.86M Buy
81,786
+7,107
+10% +$162K 0.11% 137
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 $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Boston Family Office increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 9.5% in Q2 2026, buying an estimated $162K and bringing the position to 81,786 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #137.

Boston Family Office first reported a position in IBTM in Q1 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Boston Family Office held 81,786 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.86M as of Q2 2026.
  • Boston Family Office bought 7,107 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $162K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.11% of Boston Family Office's portfolio in Q2 2026, its #137 holding.
  • Boston Family Office first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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