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 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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Belpointe Asset Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.8% in Q2 2026, buying an estimated $25.9K and bringing the position to 43,293 shares worth $944K. The position accounts for 0.03% of the portfolio, ranked #512.

Belpointe Asset Management first reported a position in IBDV in Q1 2025 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Belpointe Asset Management held 43,293 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $944K as of Q2 2026.
Belpointe Asset Management bought 1,189 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $25.9K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #512 holding.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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