Belpointe Asset Management
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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
Q3 		$5.16M Sell
225,524
-21,997
-9% -$503K 0.14% 136
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Scissortail Wealth Management
Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Belpointe Asset Management's IBTG Position: Q3 2026 in Review

Belpointe Asset Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 8.9% in Q3 2026, selling an estimated $503K and leaving 225,524 shares worth $5.16M. The position accounts for 0.14% of the portfolio, ranked #136.

Belpointe Asset Management first reported a position in IBTG in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.67M in Q2 2026. 199 funds tracked by Wall St. Rank hold IBTG as of Q3 2026.

  • Belpointe Asset Management held 225,524 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $5.16M as of Q3 2026.
  • Belpointe Asset Management sold 21,997 iShares iBonds Dec 2026 Term Treasury ETF shares in Q3 2026, an estimated $503K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.14% of Belpointe Asset Management's portfolio in Q3 2026, its #136 holding.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 11 quarters since.
  • Belpointe Asset Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $5.67M in Q2 2026.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.