Belpointe Asset Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,283	Closed	-$543K	–	777
2023 Q3	$543K	Buy	21,283 +450	+2%	+$11.5K	0.06%	308
2023 Q2	$531K	Sell	20,833 -591	-3%	-$15K	0.06%	295
2023 Q1	$545K	Buy	21,424 +768	+4%	+$19.5K	0.03%	528
2022 Q4	$524K	Buy	+20,656	New	+$523K	0.03%	517

Other funds holding IBML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Belpointe Asset Management's IBML Position: Q4 2023 in Review

Belpointe Asset Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 21,283 shares — an estimated $543K sold.

Belpointe Asset Management first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $545K in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Belpointe Asset Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Belpointe Asset Management sold 21,283 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $543K.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Belpointe Asset Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $545K in Q1 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Belpointe Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.