Belpointe Asset Management
IBTJ icon

Belpointe Asset Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Belpointe Asset Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.84M Buy
227,863
+5,693
+3% +$122K 0.13% 152
2026
Q2 		$4.81M Buy
222,170
+11,691
+6% +$254K 0.16% 117
2026
Q1 		$4.6M Buy
210,479
+21,924
+12% +$481K 0.17% 105
2025
Q4 		$4.14M Buy
188,555
+154,574
+455% +$3.4M 0.15% 107
2025
Q3 		$746K Buy
33,981
+2,132
+7% +$46.7K 0.03% 500
2025
Q2 		$698K Buy
31,849
+21,296
+202% +$463K 0.03% 465
2025
Q1 		$230K Sell
10,553
-1,027
-9% -$22.1K 0.01% 809
2024
Q4 		$254K Buy
11,580
+35
+0.3% +$754 0.02% 721
2024
Q3 		$255K Buy
11,545
+11,392
+7,446% +$249K 0.02% 716
2024
Q2 		$3.25K Buy
+153
New +$3.25K ﹤0.01% 806

Other funds holding IBTJ

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

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

Belpointe Asset Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 2.6% in Q3 2026, buying an estimated $122K and bringing the position to 227,863 shares worth $4.84M. The position accounts for 0.13% of the portfolio, ranked #152.

Belpointe Asset Management first reported a position in IBTJ in Q2 2024 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Belpointe Asset Management held 227,863 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $4.84M as of Q3 2026.
  • Belpointe Asset Management bought 5,693 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $122K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.13% of Belpointe Asset Management's portfolio in Q3 2026, its #152 holding.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 10 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

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