Belpointe Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
27,796
+4,131
| +17% | +$105K | 0.03% | 462 |
|
|
2025
Q1 | $598K | Buy |
23,665
+4,574
| +24% | +$116K | 0.03% | 513 |
|
|
2024
Q4 | $484K | Buy |
19,091
+2,110
| +12% | +$53.5K | 0.03% | 515 |
|
|
2024
Q3 | $434K | Sell |
16,981
-6,695
| -28% | -$171K | 0.03% | 538 |
|
|
2024
Q2 | $586K | Buy |
23,676
+8,872
| +60% | +$220K | 0.04% | 421 |
|
|
2024
Q1 | $369K | Buy |
+14,804
| New | +$369K | 0.03% | 518 |
|
|
2023
Q2 | – | Sell |
-715
| Closed | -$17.8K | – | 1831 |
|
|
2023
Q1 | $17.8K | Sell |
715
-2,300
| -76% | -$57.3K | ﹤0.01% | 2368 |
|
|
2022
Q4 | $73.2K | Buy |
+3,015
| New | +$73.2K | ﹤0.01% | 1411 |
|