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Belpointe Asset Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Belpointe Asset Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$545K Buy
22,478
+2,001
+10% +$48.6K 0.02% 661
2025
Q4 		$497K Sell
20,477
-1,043
-5% -$25.3K 0.02% 659
2025
Q3 		$524K Buy
21,520
+3,341
+18% +$81K 0.02% 613
2025
Q2 		$441K Buy
18,179
+7,712
+74% +$186K 0.02% 618
2025
Q1 		$253K Buy
10,467
+125
+1% +$3.01K 0.01% 779
2024
Q4 		$250K Buy
+10,342
New +$249K 0.02% 724
2023
Q2 		– Sell
-2,311
Closed -$55K – 1830
2023
Q1 		$55K Sell
2,311
-3,440
-60% -$81.2K ﹤0.01% 1648
2022
Q4 		$134K Buy
+5,751
New +$133K 0.01% 1079

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Lido Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return