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 Q3	$2.22M	Buy	110,486 +16,195	+17%	+$332K	0.06%	303
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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

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

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

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Belpointe Asset Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 17% in Q3 2026, buying an estimated $332K and bringing the position to 110,486 shares worth $2.22M. The position accounts for 0.06% of the portfolio, ranked #303.

Belpointe Asset Management first reported a position in IBDW in Q1 2025 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

Belpointe Asset Management held 110,486 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.22M as of Q3 2026.
Belpointe Asset Management bought 16,195 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $332K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.06% of Belpointe Asset Management's portfolio in Q3 2026, its #303 holding.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 7 quarters since.
219 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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