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Belpointe Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Belpointe Asset Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.67M Buy
247,521
+19,285
+8% +$441K 0.19% 101
2026
Q1 		$5.23M Buy
228,236
+53,467
+31% +$1.22M 0.19% 94
2025
Q4 		$4M Buy
174,769
+127,480
+270% +$2.92M 0.14% 113
2025
Q3 		$1.09M Sell
47,289
-97,108
-67% -$2.22M 0.04% 381
2025
Q2 		$3.31M Buy
144,397
+117,165
+430% +$2.68M 0.14% 132
2025
Q1 		$625K Sell
27,232
-19,654
-42% -$449K 0.03% 489
2024
Q4 		$1.08M Buy
46,886
+13,751
+41% +$314K 0.06% 295
2024
Q3 		$764K Buy
+33,135
New +$758K 0.05% 377
2023
Q2 		– Sell
-741
Closed -$17.1K – 1838
2023
Q1 		$17.1K Hold
741
– – ﹤0.01% 2397
2022
Q4 		$16.8K Buy
+741
New +$16.8K ﹤0.01% 2294

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Belpointe Asset Management's IBTG Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.4% in Q2 2026, buying an estimated $441K and bringing the position to 247,521 shares worth $5.67M. The position accounts for 0.19% of the portfolio, ranked #101.

Belpointe Asset Management first reported a position in IBTG in Q4 2022 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Belpointe Asset Management held 247,521 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $5.67M as of Q2 2026.
  • Belpointe Asset Management bought 19,285 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $441K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.19% of Belpointe Asset Management's portfolio in Q2 2026, its #101 holding.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 10 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.