Belpointe Asset Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$973K	Buy	46,029 +2,736	+6%	+$58.9K	0.03%	534
2026 Q2	$944K	Buy	43,293 +1,189	+3%	+$25.9K	0.03%	512
2026 Q1	$922K	Buy	42,104 +909	+2%	+$20K	0.03%	485
2025 Q4	$909K	Buy	41,195 +10,982	+36%	+$243K	0.03%	470
2025 Q3	$669K	Sell	30,213 -5,601	-16%	-$123K	0.03%	535
2025 Q2	$787K	Buy	35,814 +15,539	+77%	+$337K	0.03%	428
2025 Q1	$440K	Buy	+20,275	New	+$436K	0.02%	606

Other funds holding IBDV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Belpointe Asset Management's IBDV Position: Q3 2026 in Review

Belpointe Asset Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 6.3% in Q3 2026, buying an estimated $58.9K and bringing the position to 46,029 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #534.

Belpointe Asset Management first reported a position in IBDV in Q1 2025 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

Belpointe Asset Management held 46,029 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $973K as of Q3 2026.
Belpointe Asset Management bought 2,736 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $58.9K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Belpointe Asset Management's portfolio in Q3 2026, its #534 holding.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
243 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.