Belpointe Asset Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-64,767	Closed	-$1.61M	–	776
2023 Q3	$1.61M	Buy	64,767 +2,150	+3%	+$53.4K	0.17%	124
2023 Q2	$1.55M	Sell	62,617 -2,054	-3%	-$51K	0.16%	124
2023 Q1	$1.6M	Buy	64,671 +3,484	+6%	+$86.4K	0.09%	241
2022 Q4	$1.51M	Buy	+61,187	New	+$1.51M	0.09%	228