BAM
IBTF

Belpointe Asset Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Belpointe Asset Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,223,317
Closed -$28.6M – 1067
2025
Q3 		$28.6M Buy
1,223,317
+1,004,617
+459% +$23.4M 1.09% 17
2025
Q2 		$5.11M Buy
218,700
+167,929
+331% +$3.92M 0.21% 85
2025
Q1 		$1.19M Sell
50,771
-93,501
-65% -$2.18M 0.06% 295
2024
Q4 		$3.37M Buy
144,272
+20,630
+17% +$481K 0.2% 100
2024
Q3 		$2.9M Buy
123,642
+18,546
+18% +$432K 0.17% 116
2024
Q2 		$2.44M Buy
+105,096
New +$2.43M 0.17% 118
2023
Q2 		– Sell
-719
Closed -$16.9K – 1837
2023
Q1 		$16.9K Hold
719
– – ﹤0.01% 2406
2022
Q4 		$16.7K Buy
+719
New +$16.7K ﹤0.01% 2299

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Belpointe Asset Management's IBTF Position: Q4 2025 in Review

Belpointe Asset Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 1,223,317 shares — an estimated $28.6M sold.

Belpointe Asset Management first reported a position in IBTF in Q4 2022 and held it in 8 quarters. The position peaked at $28.6M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Belpointe Asset Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 1,223,317 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $28.6M.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Belpointe Asset Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $28.6M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.