Belpointe Asset Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-79,614
| Closed | -$1.91M | – | 1059 |
|
|
2024
Q4 | $1.91M | Buy |
79,614
+12,425
| +18% | +$298K | 0.12% | 177 |
|
|
2024
Q3 | $1.61M | Buy |
67,189
+30,905
| +85% | +$742K | 0.1% | 207 |
|
|
2024
Q2 | $870K | Sell |
36,284
-448,919
| -93% | -$10.8M | 0.06% | 307 |
|
|
2024
Q1 | $11.6M | Buy |
485,203
+454,703
| +1,491% | +$10.9M | 0.87% | 16 |
|
|
2023
Q4 | $728K | Buy |
30,500
+5,426
| +22% | +$129K | 0.06% | 276 |
|
|
2023
Q3 | $598K | Sell |
25,074
-7,400
| -23% | -$176K | 0.06% | 291 |
|
|
2023
Q2 | $773K | Sell |
32,474
-17,638
| -35% | -$420K | 0.08% | 233 |
|
|
2023
Q1 | $1.2M | Buy |
50,112
+11,747
| +31% | +$282K | 0.07% | 294 |
|
|
2022
Q4 | $915K | Buy |
+38,365
| New | +$915K | 0.06% | 343 |
|