BAM
Belpointe Asset Management’s Inspire Corporate Bond ETF IBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28,158
| Closed | -$669K | – | 984 |
|
|
2025
Q1 | $669K | Buy |
28,158
+10,686
| +61% | +$254K | 0.03% | 464 |
|
|
2024
Q4 | $420K | Sell |
17,472
-1,158
| -6% | -$27.8K | 0.03% | 551 |
|
|
2024
Q3 | $449K | Buy |
18,630
+1,004
| +6% | +$24.2K | 0.03% | 531 |
|
|
2024
Q2 | $411K | Sell |
17,626
-44,524
| -72% | -$1.04M | 0.03% | 498 |
|
|
2024
Q1 | $1.46M | Sell |
62,150
-7,434
| -11% | -$175K | 0.11% | 179 |
|
|
2023
Q4 | $1.64M | Sell |
69,584
-8,508
| -11% | -$201K | 0.14% | 141 |
|
|
2023
Q3 | $1.77M | Sell |
78,092
-2,466
| -3% | -$55.8K | 0.18% | 114 |
|
|
2023
Q2 | $1.86M | Buy |
80,558
+25,208
| +46% | +$582K | 0.2% | 103 |
|
|
2023
Q1 | $1.3M | Buy |
55,350
+35,066
| +173% | +$821K | 0.07% | 280 |
|
|
2022
Q4 | $467K | Buy |
+20,284
| New | +$467K | 0.03% | 566 |
|
|
2021
Q4 | – | Sell |
-16,667
| Closed | -$436K | – | 1227 |
|
|
2021
Q3 | $436K | Sell |
16,667
-127
| -0.8% | -$3.32K | 0.03% | 551 |
|
|
2021
Q2 | $441K | Buy |
16,794
+440
| +3% | +$11.6K | 0.03% | 538 |
|
|
2021
Q1 | $423K | Buy |
+16,354
| New | +$423K | 0.04% | 487 |
|