BAM
IBDQ

Belpointe Asset Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Belpointe Asset Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,200
Closed -$307K – 1065
2025
Q3 		$307K Buy
+12,200
New +$307K 0.01% 792
2023
Q2 		– Sell
-7,663
Closed -$188K – 1828
2023
Q1 		$188K Sell
7,663
-29,622
-79% -$724K 0.01% 973
2022
Q4 		$907K Sell
37,285
-405
-1% -$9.81K 0.05% 346
2022
Q3 		$909K Buy
37,690
+1,475
+4% +$36.4K 0.06% 321
2022
Q2 		$895K Buy
36,215
+1,760
+5% +$43.8K 0.06% 322
2022
Q1 		$870K Buy
34,455
+1,240
+4% +$32K 0.05% 378
2021
Q4 		$878K Buy
33,215
+16,939
+104% +$450K 0.05% 352
2021
Q3 		$437K Buy
16,276
+8,845
+119% +$239K 0.03% 549
2021
Q2 		$201K Buy
7,431
+2,831
+62% +$76.4K 0.01% 833
2021
Q1 		$123K Sell
4,600
-900
-16% -$24.4K 0.01% 928
2020
Q4 		$151K Buy
+5,500
New +$150K 0.01% 798

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Belpointe Asset Management's IBDQ Position: Q4 2025 in Review

Belpointe Asset Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 12,200 shares — an estimated $307K sold.

Belpointe Asset Management first reported a position in IBDQ in Q4 2020 and held it in 11 quarters. The position peaked at $909K in Q3 2022. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Belpointe Asset Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 12,200 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $307K.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2020 and held it in 11 quarters.
  • Belpointe Asset Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $909K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.