Belpointe Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$707K	Buy
2025 Q1	$598K	Buy
2024 Q4	$484K	Buy
2024 Q3	$434K	Sell
2024 Q2	$586K	Buy
2024 Q1	$369K	Buy
2023 Q2	–	Sell
2023 Q1	$17.8K	Sell
2022 Q4	$73.2K	Buy