BOSTON FAMILY OFFICE LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, BOSTON FAMILY OFFICE LLC opened 77 positions, added to 355, reduced 371 and sold out of 42.
- Q2 2026: Stock IBDY; Country of operation —; Class IBONDS DEC 2033; Shares before 66,187.
- Q2 2026: Stock FTPA; Country of operation —; Class FRANKLIN PENNSYL; Shares before 65,516.
- Q2 2026: Stock VGIT; Country of operation —; Class INTER TERM TREAS; Shares before 5,723.
- Q2 2026: Stock USMV; Country of operation —; Class MSCI USA MIN VOL; Shares before 3,389.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1039807), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-03); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-04); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-04); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-07); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-11); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-31); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-01); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-12); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-10); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | IBDY
iShares iBonds Treasury 2033 | | IBONDS DEC 2033 | 66,187 | 0 | -66,187 | $1,614 | $0 | -$1,614 | 2026-08-12 |
|---|
| Q2 2026 | FTPA
Franklin Pennsylvania Municipal Income ETF | | FRANKLIN PENNSYL | 65,516 | 0 | -65,516 | $562 | $0 | -$562 | 2026-08-12 |
|---|
| Q2 2026 | VGIT
Vanguard Intermediate-Term Treasury ETF | | INTER TERM TREAS | 5,723 | 0 | -5,723 | $341 | $0 | -$341 | 2026-08-12 |
|---|
| Q2 2026 | USMV
iShares TR MSCI USA (min Vol) | | MSCI USA MIN VOL | 3,389 | 0 | -3,389 | $314 | $0 | -$314 | 2026-08-12 |
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| Q1 2026 | QQQX
Nuveen Nasdaq 100 (dynamic Overwrite Fund) | | COM SHS | 7,152 | 0 | -7,152 | $204 | $0 | -$204 | 2026-05-13 |
|---|
| Q1 2026 | TOTL
SPDR DoubleLine Total Return Tactical ETF | | STATE STREET DOU | 5,000 | 0 | -5,000 | $201 | $0 | -$201 | 2026-05-13 |
|---|
| Q4 2025 | IBTF
iShares iBonds Treasury 2025 | | IBONDS 25 TRM TS | 28,188 | 0 | -28,188 | $659 | $0 | -$659 | 2026-02-13 |
|---|
| Q4 2025 | SPLV
Invesco S&P 500 Low Volatility ETF | | S&P500 LOW VOL | 3,948 | 0 | -3,948 | $290 | $0 | -$290 | 2026-02-13 |
|---|
| Q3 2025 | BND
Vanguard Total Bond Market ETF | | TOTAL BND MRKT | 2,972 | 0 | -2,972 | $219 | $0 | -$219 | 2025-11-12 |
|---|
| Q2 2025 | IEI
iShares TR 3 7 YR (treas BD) | | 3 7 YR TREAS BD | 2,934 | 0 | -2,934 | $347 | $0 | -$347 | 2025-08-13 |
|---|
| Q2 2025 | TLH
iShares TR 10-20 YR (TRS Etf) | | 10-20 YR TRS ETF | 2,256 | 0 | -2,256 | $234 | $0 | -$234 | 2025-08-13 |
|---|
| Q2 2025 | XLE
Energy Select Sector SPDR Fund | | ENERGY | 2,282 | 0 | -2,282 | $213 | $0 | -$213 | 2025-08-13 |
|---|
| Q4 2024 | JPST
JPMorgan Ultra-Short Income ETF | | ULTRA SHRT ETF | 91,117 | 0 | -91,117 | $4,623 | $0 | -$4,623 | 2025-02-12 |
|---|
| Q4 2024 | MOAT
VanEck Morningstar Wide Moat ETF | | MRNGSTR WDE MOAT | 41,178 | 0 | -41,178 | $3,992 | $0 | -$3,992 | 2025-02-12 |
|---|
| Q4 2024 | iShares iBonds Treasury 2024
CUSIP 46436E874 | United States | IBONDS 24 TRM TS | 71,139 | 0 | -71,139 | $1,707 | $0 | -$1,707 | 2025-02-12 |
|---|
| Q4 2024 | CWB
SPDR Bloomberg Barclays Convertible Securities ETF | | BBG CONV SEC ETF | 3,510 | 0 | -3,510 | $269 | $0 | -$269 | 2025-02-12 |
|---|
| Q4 2024 | SUB
iShares Short-Term National Muni Bond ETF | | SHRT NAT MUN ETF | 2,232 | 0 | -2,232 | $237 | $0 | -$237 | 2025-02-12 |
|---|
| Q3 2024 | JPST
JPMorgan Ultra-Short Income ETF | | ULTRA SHRT INC | 97,936 | 0 | -97,936 | $4,943 | $0 | -$4,943 | 2024-11-13 |
|---|
| Q3 2024 | MOAT
VanEck Morningstar Wide Moat ETF | | MORNINGSTAR WIDE | 40,049 | 0 | -40,049 | $3,469 | $0 | -$3,469 | 2024-11-13 |
|---|
| Q3 2024 | VEA
Vanguard FTSE Developed Markets ETF | | FTSE DEV MKT ETF | 53,066 | 0 | -53,066 | $2,623 | $0 | -$2,623 | 2024-11-13 |
|---|
| Q3 2024 | CWB
SPDR Bloomberg Barclays Convertible Securities ETF | | BLMBRG BRC CONVRT | 3,510 | 0 | -3,510 | $253 | $0 | -$253 | 2024-11-13 |
|---|
| Q3 2024 | VB
Vanguard Small-Cap ETF | | SMALL CP ETF | 1,105 | 0 | -1,105 | $241 | $0 | -$241 | 2024-11-13 |
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| Q3 2024 | MOTI
VanEck Morningstar International Moat ETF | | MORNINGSTAR INTL | 7,536 | 0 | -7,536 | $236 | $0 | -$236 | 2024-11-13 |
|---|
| Q2 2024 | BLV
Vanguard Long-Term Bond ETF | | LONG TERM BOND | 5,727 | 0 | -5,727 | $414 | $0 | -$414 | 2024-08-12 |
|---|
| Q2 2024 | ITOT
iShares Core S&P Total U.S. Stock Market ETF | | CORE S&P TTL STK | 2,250 | 0 | -2,250 | $259 | $0 | -$259 | 2024-08-12 |
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| Q2 2024 | VCIT
Vanguard Intermediate-Term Corporate Bond ETF | | INT-TERM CORP | 2,515 | 0 | -2,515 | $202 | $0 | -$202 | 2024-08-12 |
|---|
| Q1 2024 | EEM
iShares MSCI Emerging Markets ETF | | MSCI EMG MKT ETF | 5,819 | 0 | -5,819 | $234 | $0 | -$234 | 2024-05-13 |
|---|
| Q3 2016 | OEF
iShares S&P 100 Index | | EFT | 2,903 | 0 | -2,903 | $270,000 | $0 | -$270,000 | 2016-11-03 |
|---|
| Q3 2016 | GXC
SPDR S&P China ETF | | EFT | 3,020 | 0 | -3,020 | $211,000 | $0 | -$211,000 | 2016-11-03 |
|---|
| Q1 2016 | IVE
iShares S&P 500 Value Index Fu | | EFT | 7,500 | 0 | -7,500 | $664,000 | $0 | -$664,000 | 2016-04-26 |
|---|
| Q1 2016 | XLE
Energy Select Sector SPDR Fund | | COM | 7,195 | 0 | -7,195 | $434,000 | $0 | -$434,000 | 2016-04-26 |
|---|
| Q4 2015 | THD
iShares MSCI Thailand Capped I | | EFT | 19,852 | 0 | -19,852 | $1,236,000 | $0 | -$1,236,000 | 2016-02-04 |
|---|
| Q3 2015 | XLI
Industrial Select Sector Fund | | COM | 7,435 | 0 | -7,435 | $402,000 | $0 | -$402,000 | 2015-11-04 |
|---|
| Q3 2015 | EWG
iShares MSCI Germany Index Fun | | EFT | 8,563 | 0 | -8,563 | $239,000 | $0 | -$239,000 | 2015-11-04 |
|---|
| Q3 2015 | IEUS
iShares MSCI Europe Small Cap | | EFT | 4,400 | 0 | -4,400 | $204,000 | $0 | -$204,000 | 2015-11-04 |
|---|
| Q2 2015 | FXI
iShares FTSE China Large Cap E | | EFT | 6,815 | 0 | -6,815 | $303,000 | $0 | -$303,000 | 2015-08-07 |
|---|
| Q3 2014 | IEUS
iShares Developed Small Cap Ex | | EFT | 4,400 | 0 | -4,400 | $207,000 | $0 | -$207,000 | 2014-10-31 |
|---|
| Q4 2013 | EWZ
iShares MSCI Brazil Capped Ind | | EFT | 22,085 | 0 | -22,085 | $1,058,000 | $0 | -$1,058,000 | 2014-02-10 |
|---|
| Q4 2013 | VT
Vanguard Intl Equity Index Fds | | EFT | 4,500 | 0 | -4,500 | $250,000 | $0 | -$250,000 | 2014-02-10 |
|---|
| Q4 2013 | ACWI
iShares MSCI ACWI | | EFT | 4,600 | 0 | -4,600 | $248,000 | $0 | -$248,000 | 2014-02-10 |
|---|
| Q4 2013 | IVW
iShares 500 Growth Index Fund | | EFT | 2,650 | 0 | -2,650 | $237,000 | $0 | -$237,000 | 2014-02-10 |
|---|
| Q3 2013 | EFA
iShares MSCI EAFE Index Fund | | EFT | 4,046 | 0 | -4,046 | $232,000 | $0 | -$232,000 | 2013-11-04 |
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