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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$698K	Buy	31,849 +21,296	+202%	+$467K	0.03%	465
2025 Q1	$230K	Sell	10,553 -1,027	-9%	-$22.4K	0.01%	809
2024 Q4	$254K	Buy	11,580 +35	+0.3%	+$768	0.02%	721
2024 Q3	$255K	Buy	11,545 +11,392	+7,446%	+$252K	0.02%	716
2024 Q2	$3.25K	Buy	+153	New	+$3.25K	﹤0.01%	806