Belpointe Asset Management’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

Belpointe Asset Management’s Portfolio IGBH Stock Details IGBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,544	Closed	-$59.5K	–	1867
2023 Q1	$59.5K	Sell	2,544 -276	-10%	-$6.5K	﹤0.01%	1604
2022 Q4	$65.5K	Sell	2,820 -2,382	-46%	-$54.6K	﹤0.01%	1464
2022 Q3	$117K	Sell	5,202 -8,132	-61%	-$188K	0.01%	1084
2022 Q2	$308K	Sell	13,334 -669	-5%	-$15.8K	0.02%	669
2022 Q1	$338K	Buy	14,003 +3,852	+38%	+$93K	0.02%	680
2021 Q4	$253K	Buy	+10,151	New	+$256K	0.02%	798

Other funds holding IGBH

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Belpointe Asset Management's IGBH Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) in Q2 2023, closing a stake of 2,544 shares — an estimated $59.5K sold.

Belpointe Asset Management first reported a position in IGBH in Q4 2021 and held it in 6 quarters. The position peaked at $338K in Q1 2022. 29 funds tracked by Wall St. Rank hold IGBH as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Interest Rate Hedged Long-Term Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,544 iShares Interest Rate Hedged Long-Term Corporate Bond ETF shares in Q2 2023, an estimated $59.5K.
Belpointe Asset Management first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2021 and held it in 6 quarters.
Belpointe Asset Management's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $338K in Q1 2022.
29 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.