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
2026 Q2	$994K	Buy	39,357 +2,289	+6%	+$57.8K	0.03%	501
2026 Q1	$939K	Buy	37,068 +1	+0%	+$25	0.03%	476
2025 Q4	$944K	Buy	37,067 +4,187	+13%	+$107K	0.03%	460
2025 Q3	$839K	Buy	32,880 +5,084	+18%	+$129K	0.03%	468
2025 Q2	$707K	Buy	27,796 +4,131	+17%	+$104K	0.03%	462
2025 Q1	$598K	Buy	23,665 +4,574	+24%	+$115K	0.03%	513
2024 Q4	$484K	Buy	19,091 +2,110	+12%	+$53K	0.03%	515
2024 Q3	$434K	Sell	16,981 -6,695	-28%	-$169K	0.03%	538
2024 Q2	$586K	Buy	23,676 +8,872	+60%	+$219K	0.04%	421
2024 Q1	$369K	Buy	+14,804	New	+$368K	0.03%	518
2023 Q2	–	Sell	-715	Closed	-$17.8K	–	1831
2023 Q1	$17.8K	Sell	715 -2,300	-76%	-$56.8K	﹤0.01%	2367
2022 Q4	$73.2K	Buy	+3,015	New	+$72.7K	﹤0.01%	1411

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belpointe Asset Management's IBDT Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 6.2% in Q2 2026, buying an estimated $57.8K and bringing the position to 39,357 shares worth $994K. The position accounts for 0.03% of the portfolio, ranked #501.

Belpointe Asset Management first reported a position in IBDT in Q4 2022 and has held it in 12 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Belpointe Asset Management held 39,357 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $994K as of Q2 2026.
Belpointe Asset Management bought 2,289 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $57.8K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #501 holding.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 12 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.