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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Belpointe Asset Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 5.6% in Q2 2026, buying an estimated $254K and bringing the position to 222,170 shares worth $4.81M. The position accounts for 0.16% of the portfolio, ranked #117.

Belpointe Asset Management first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Belpointe Asset Management held 222,170 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $4.81M as of Q2 2026.
Belpointe Asset Management bought 11,691 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $254K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.16% of Belpointe Asset Management's portfolio in Q2 2026, its #117 holding.
Belpointe Asset Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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