BAM
Belpointe Asset Management’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,267
| Closed | -$305K | – | 974 |
|
|
2025
Q1 | $305K | Sell |
13,267
-6,014
| -31% | -$138K | 0.02% | 725 |
|
|
2024
Q4 | $448K | Sell |
19,281
-22,410
| -54% | -$521K | 0.03% | 538 |
|
|
2024
Q3 | $978K | Buy |
41,691
+30,636
| +277% | +$718K | 0.06% | 321 |
|
|
2024
Q2 | $250K | Buy |
+11,055
| New | +$250K | 0.02% | 649 |
|
|
2024
Q1 | – | Sell |
-41,842
| Closed | -$964K | – | 808 |
|
|
2023
Q4 | $964K | Sell |
41,842
-46,194
| -52% | -$1.06M | 0.08% | 223 |
|
|
2023
Q3 | $1.94M | Buy |
88,036
+71,348
| +428% | +$1.57M | 0.2% | 102 |
|
|
2023
Q2 | $382K | Sell |
16,688
-94,436
| -85% | -$2.16M | 0.04% | 373 |
|
|
2023
Q1 | $2.6M | Buy |
111,124
+51,559
| +87% | +$1.21M | 0.14% | 144 |
|
|
2022
Q4 | $1.35M | Sell |
59,565
-70,709
| -54% | -$1.61M | 0.08% | 248 |
|
|
2022
Q3 | $2.97M | Buy |
130,274
+17,055
| +15% | +$388K | 0.2% | 96 |
|
|
2022
Q2 | $2.71M | Buy |
113,219
+7,568
| +7% | +$181K | 0.18% | 117 |
|
|
2022
Q1 | $2.63M | Sell |
105,651
-50,453
| -32% | -$1.26M | 0.16% | 132 |
|
|
2021
Q4 | $4.17M | Buy |
156,104
+58,337
| +60% | +$1.56M | 0.26% | 83 |
|
|
2021
Q3 | $2.59M | Sell |
97,767
-45,442
| -32% | -$1.21M | 0.18% | 119 |
|
|
2021
Q2 | $3.81M | Buy |
143,209
+11,313
| +9% | +$301K | 0.27% | 67 |
|
|
2021
Q1 | $3.46M | Buy |
131,896
+34,832
| +36% | +$912K | 0.3% | 62 |
|
|
2020
Q4 | $2.64M | Buy |
97,064
+11,752
| +14% | +$320K | 0.24% | 91 |
|
|
2020
Q3 | $2.38M | Buy |
85,312
+12,330
| +17% | +$345K | 0.27% | 82 |
|
|
2020
Q2 | $2.04M | Sell |
72,982
-22,388
| -23% | -$627K | 0.26% | 80 |
|
|
2020
Q1 | $2.67M | Buy |
95,370
+30,385
| +47% | +$851K | 0.47% | 41 |
|
|
2019
Q4 | $1.69M | Buy |
64,985
+14,634
| +29% | +$380K | 0.21% | 112 |
|
|
2019
Q3 | $1.33M | Buy |
+50,351
| New | +$1.33M | 0.21% | 110 |
|