Belpointe Asset Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Belpointe Asset Management’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.86M	Buy	174,270 +13,477	+8%	+$299K	0.13%	149
2026 Q1	$3.58M	Buy	160,793 +21,374	+15%	+$478K	0.13%	142
2025 Q4	$3.12M	Buy	139,419 +113,446	+437%	+$2.54M	0.11%	150
2025 Q3	$581K	Buy	25,973 +4,363	+20%	+$97.4K	0.02%	588
2025 Q2	$483K	Buy	+21,610	New	+$480K	0.02%	587
2023 Q2	–	Sell	-773	Closed	-$17.4K	–	1840
2023 Q1	$17.4K	Hold	773	–	–	﹤0.01%	2384
2022 Q4	$17K	Buy	+773	New	+$17K	﹤0.01%	2291

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Belpointe Asset Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 8.4% in Q2 2026, buying an estimated $299K and bringing the position to 174,270 shares worth $3.86M. The position accounts for 0.13% of the portfolio, ranked #149.

Belpointe Asset Management first reported a position in IBTI in Q4 2022 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Belpointe Asset Management held 174,270 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $3.86M as of Q2 2026.
Belpointe Asset Management bought 13,477 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $299K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.13% of Belpointe Asset Management's portfolio in Q2 2026, its #149 holding.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2022 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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