BAM
IBTB

Belpointe Asset Management’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Belpointe Asset Management’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,642
Closed -$219K – 3682
2022
Q3 		$219K Buy
+8,642
New +$219K 0.01% 795

Other funds holding IBTB

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

Belpointe Asset Management's IBTB Position: Q4 2022 in Review

Belpointe Asset Management sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 8,642 shares — an estimated $219K sold.

Belpointe Asset Management first reported a position in IBTB in Q3 2022 and held it in 1 quarter. The position peaked at $219K in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • Belpointe Asset Management reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Belpointe Asset Management sold 8,642 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $219K.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Belpointe Asset Management's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $219K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on Belpointe Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.