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Belpointe Asset Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Belpointe Asset Management’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$701K Buy
27,828
+3,054
+12% +$77K 0.02% 606
2026
Q1 		$626K Buy
24,774
+1,509
+6% +$38.5K 0.02% 620
2025
Q4 		$594K Buy
23,265
+7,033
+43% +$180K 0.02% 600
2025
Q3 		$416K Sell
16,232
-380
-2% -$9.64K 0.02% 682
2025
Q2 		$420K Buy
+16,612
New +$412K 0.02% 638

Other funds holding IBDX

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

Belpointe Asset Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 12% in Q2 2026, buying an estimated $77K and bringing the position to 27,828 shares worth $701K. The position accounts for 0.02% of the portfolio, ranked #606.

Belpointe Asset Management first reported a position in IBDX in Q2 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Belpointe Asset Management held 27,828 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $701K as of Q2 2026.
  • Belpointe Asset Management bought 3,054 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $77K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #606 holding.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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