Belpointe Asset Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.97M	Buy	94,291 +7,677	+9%	+$160K	0.06%	283
2026 Q1	$1.81M	Buy	86,614 +7,371	+9%	+$156K	0.07%	261
2025 Q4	$1.68M	Buy	79,243 +40,572	+105%	+$860K	0.06%	263
2025 Q3	$821K	Sell	38,671 -6,801	-15%	-$143K	0.03%	473
2025 Q2	$957K	Buy	45,472 +15,689	+53%	+$324K	0.04%	370
2025 Q1	$618K	Buy	+29,783	New	+$611K	0.03%	497

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

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

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

CAI

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

VVP

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Belpointe Asset Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.9% in Q2 2026, buying an estimated $160K and bringing the position to 94,291 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #283.

Belpointe Asset Management first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Belpointe Asset Management held 94,291 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.97M as of Q2 2026.
Belpointe Asset Management bought 7,677 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $160K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #283 holding.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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