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Belpointe Asset Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Belpointe Asset Management’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Sell
78,858
-1,224
-2% -$24K 0.05% 351
2026
Q1 		$1.58M Sell
80,082
-56,569
-41% -$1.12M 0.06% 303
2025
Q4 		$2.71M Buy
+136,651
New +$2.72M 0.1% 177

Other funds holding IBTK

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Belpointe Asset Management reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 1.5% in Q2 2026, selling an estimated $24K and leaving 78,858 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #351.

Belpointe Asset Management first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.71M in Q4 2025. 79 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Belpointe Asset Management held 78,858 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.54M as of Q2 2026.
  • Belpointe Asset Management sold 1,224 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $24K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #351 holding.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Belpointe Asset Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $2.71M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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