Belpointe Asset Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
58,836
+18,178
| +45% | +$424K | 0.06% | 270 |
|
|
2025
Q1 | $940K | Buy |
40,658
+26,701
| +191% | +$618K | 0.05% | 348 |
|
|
2024
Q4 | $326K | Buy |
13,957
+1,780
| +15% | +$41.5K | 0.02% | 627 |
|
|
2024
Q3 | $286K | Buy |
+12,177
| New | +$286K | 0.02% | 677 |
|
|
2023
Q2 | – | Sell |
-700
| Closed | -$16K | – | 1832 |
|
|
2023
Q1 | $16K | Sell |
700
-1,500
| -68% | -$34.3K | ﹤0.01% | 2445 |
|
|
2022
Q4 | $48.8K | Buy |
+2,200
| New | +$48.8K | ﹤0.01% | 1631 |
|