Belpointe Asset Management
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Belpointe Asset Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Belpointe Asset Management’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-16,695
Closed -$379K – 1204
2026
Q2 		$379K Buy
+16,695
New +$380K 0.01% 817

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D.A. Davidson & Co
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Probity Advisors
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Titleist Asset Management
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Belpointe Asset Management's IBTM Position: Q3 2026 in Review

Belpointe Asset Management sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2026, closing a stake of 16,695 shares — an estimated $379K sold.

Belpointe Asset Management first reported a position in IBTM in Q2 2026 and held it in 1 quarter. The position peaked at $379K in Q2 2026. 75 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Belpointe Asset Management reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 16,695 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $379K.
  • Belpointe Asset Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2026 and held it in 1 quarter.
  • Belpointe Asset Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $379K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

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