BAM
IBDD

Belpointe Asset Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Belpointe Asset Management’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,195
Closed -$164K – 3900
2022
Q4 		$164K Hold
6,195
– – 0.01% 976
2022
Q3 		$163K Sell
6,195
-400
-6% -$10.6K 0.01% 927
2022
Q2 		$174K Hold
6,595
– – 0.01% 884
2022
Q1 		$176K Buy
6,595
+95
+1% +$2.53K 0.01% 964
2021
Q4 		$174K Buy
6,500
+1,000
+18% +$26.8K 0.01% 950
2021
Q3 		$148K Buy
5,500
+400
+8% +$10.8K 0.01% 986
2021
Q2 		$138K Hold
5,100
– – 0.01% 989
2021
Q1 		$139K Sell
5,100
-800
-14% -$21.8K 0.01% 885
2020
Q4 		$161K Buy
+5,900
New +$161K 0.01% 777

Other funds holding IBDD

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Belpointe Asset Management's IBDD Position: Q1 2023 in Review

Belpointe Asset Management sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 6,195 shares — an estimated $164K sold.

Belpointe Asset Management first reported a position in IBDD in Q4 2020 and held it in 9 quarters. The position peaked at $176K in Q1 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

  • Belpointe Asset Management reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 6,195 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $164K.
  • Belpointe Asset Management first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2020 and held it in 9 quarters.
  • Belpointe Asset Management's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $176K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.