Belpointe Asset Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Belpointe Asset Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$953K	Sell	39,306 -3,221	-8%	-$78.1K	0.03%	469
2025 Q4	$1.03M	Buy	42,527 +16,539	+64%	+$401K	0.04%	419
2025 Q3	$632K	Buy	25,988 +10,822	+71%	+$262K	0.02%	553
2025 Q2	$368K	Buy	15,166 +4,196	+38%	+$101K	0.02%	689
2025 Q1	$266K	Sell	10,970 -1,396	-11%	-$33.7K	0.01%	763
2024 Q4	$299K	Buy	12,366 +3,300	+36%	+$79.6K	0.02%	659
2024 Q3	$220K	Buy	9,066 +118	+1%	+$2.84K	0.01%	782
2024 Q2	$213K	Buy	+8,948	New	+$212K	0.01%	710
2023 Q2	–	Sell	-5,264	Closed	-$125K	–	1829
2023 Q1	$125K	Sell	5,264 -21,662	-80%	-$510K	0.01%	1181
2022 Q4	$629K	Sell	26,926 -1,680	-6%	-$39K	0.04%	447
2022 Q3	$661K	Buy	28,606 +1,445	+5%	+$34.4K	0.04%	410
2022 Q2	$646K	Buy	27,161 +1,740	+7%	+$41.8K	0.04%	401
2022 Q1	$627K	Buy	25,421 +3,535	+16%	+$89.4K	0.04%	462
2021 Q4	$570K	Buy	+21,886	New	+$573K	0.04%	476

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Belpointe Asset Management's IBDR Position: Q1 2026 in Review

Belpointe Asset Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 7.6% in Q1 2026, selling an estimated $78.1K and leaving 39,306 shares worth $953K. The position accounts for 0.03% of the portfolio, ranked #469.

Belpointe Asset Management first reported a position in IBDR in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.03M in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Belpointe Asset Management held 39,306 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $953K as of Q1 2026.
Belpointe Asset Management sold 3,221 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $78.1K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.03% of Belpointe Asset Management's portfolio in Q1 2026, its #469 holding.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2021 and has held it in 14 quarters since.
Belpointe Asset Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.03M in Q4 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.