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