Belpointe Asset Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$298K	Buy	+12,730	New	+$298K	0.01%	903

Other funds holding IBHI

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

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

Belpointe Asset Management opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026: 12,730 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #903 among its holdings.

38 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Belpointe Asset Management held 12,730 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $298K as of Q2 2026.
iShares iBonds 2029 Term High Yield and Income ETF was a new Belpointe Asset Management position in Q2 2026.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #903 holding.
38 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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