Boston Family Office’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Buy	+70,359	New	+$1.7M	0.1%	148

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Boston Family Office opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026: 70,359 shares worth $1.7M. The stake represents 0.1% of the portfolio and ranks #148 among its holdings.

83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Boston Family Office held 70,359 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.7M as of Q2 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new Boston Family Office position in Q2 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.1% of Boston Family Office's portfolio in Q2 2026, its #148 holding.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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