Belpointe Asset Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.31M | Buy |
144,397
+117,165
| +430% | +$2.69M | 0.14% | 132 |
|
2025
Q1 | $625K | Sell |
27,232
-19,654
| -42% | -$451K | 0.03% | 489 |
|
2024
Q4 | $1.08M | Buy |
46,886
+13,751
| +41% | +$316K | 0.06% | 295 |
|
2024
Q3 | $764K | Buy |
+33,135
| New | +$764K | 0.05% | 377 |
|
2023
Q2 | – | Sell |
-741
| Closed | -$17.1K | – | 1838 |
|
2023
Q1 | $17.1K | Hold |
741
| – | – | ﹤0.01% | 2398 |
|
2022
Q4 | $16.8K | Buy |
+741
| New | +$16.8K | ﹤0.01% | 2294 |
|