Belpointe Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.12M	Buy	134,558 +21,195	+19%	+$491K	0.1%	191
2026 Q1	$2.64M	Buy	113,363 +24,781	+28%	+$580K	0.1%	191
2025 Q4	$2.07M	Buy	88,582 +16,507	+23%	+$387K	0.07%	217
2025 Q3	$1.69M	Buy	72,075 +13,239	+23%	+$309K	0.06%	258
2025 Q2	$1.37M	Buy	58,836 +18,178	+45%	+$419K	0.06%	270
2025 Q1	$940K	Buy	40,658 +26,701	+191%	+$612K	0.05%	348
2024 Q4	$326K	Buy	13,957 +1,780	+15%	+$41K	0.02%	627
2024 Q3	$286K	Buy	+12,177	New	+$282K	0.02%	677
2023 Q2	–	Sell	-700	Closed	-$16K	–	1832
2023 Q1	$16K	Sell	700 -1,500	-68%	-$33.9K	﹤0.01%	2444
2022 Q4	$48.8K	Buy	+2,200	New	+$48.5K	﹤0.01%	1631

Other funds holding IBDU

CAI

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

HPC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Belpointe Asset Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 19% in Q2 2026, buying an estimated $491K and bringing the position to 134,558 shares worth $3.12M. The position accounts for 0.1% of the portfolio, ranked #191.

Belpointe Asset Management first reported a position in IBDU in Q4 2022 and has held it in 10 quarters since. 196 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Belpointe Asset Management held 134,558 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.12M as of Q2 2026.
Belpointe Asset Management bought 21,195 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $491K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.1% of Belpointe Asset Management's portfolio in Q2 2026, its #191 holding.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2022 and has held it in 10 quarters since.
196 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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