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
2025 Q3	$1.69M	Buy
2025 Q2	$1.37M	Buy
2025 Q1	$940K	Buy
2024 Q4	$326K	Buy
2024 Q3	$286K	Buy
2023 Q2	–	Sell
2023 Q1	$16K	Sell
2022 Q4	$48.8K	Buy