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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
Q2 		$379K Buy
+16,695
New +$380K 0.01% 817

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

Belpointe Asset Management opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026: 16,695 shares worth $379K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings.

44 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Belpointe Asset Management held 16,695 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $379K as of Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new Belpointe Asset Management position in Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #817 holding.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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