Belpointe Asset Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$760K	Buy	14,452 +8,818	+157%	+$466K	0.03%	552
2025 Q4	$298K	Sell	5,634 -23,902	-81%	-$1.27M	0.01%	826
2025 Q3	$1.57M	Buy	29,536 +5,052	+21%	+$267K	0.06%	278
2025 Q2	$1.29M	Sell	24,484 -3,375	-12%	-$176K	0.05%	285
2025 Q1	$1.46M	Buy	+27,859	New	+$1.45M	0.08%	250
2023 Q2	–	Sell	-6,293	Closed	-$318K	–	1876
2023 Q1	$318K	Sell	6,293 -5,496	-47%	-$276K	0.02%	720
2022 Q4	$587K	Sell	11,789 -10,832	-48%	-$536K	0.04%	469
2022 Q3	$1.12M	Sell	22,621 -29,974	-57%	-$1.51M	0.08%	265
2022 Q2	$2.66M	Buy	52,595 +2,767	+6%	+$141K	0.18%	118
2022 Q1	$2.58M	Buy	49,828 +25,202	+102%	+$1.33M	0.16%	134
2021 Q4	$1.33M	Sell	24,626 -509	-2%	-$27.6K	0.08%	242
2021 Q3	$1.37M	Buy	25,135 +16,000	+175%	+$876K	0.09%	234
2021 Q2	$501K	Buy	9,135 +3,114	+52%	+$171K	0.04%	501
2021 Q1	$330K	Sell	6,021 -17,393	-74%	-$955K	0.03%	567
2020 Q4	$1.29M	Buy	23,414 +1,386	+6%	+$76.2K	0.12%	208
2020 Q3	$1.21M	Buy	22,028 +3,878	+21%	+$213K	0.13%	168
2020 Q2	$993K	Buy	18,150 +9,619	+113%	+$518K	0.13%	174
2020 Q1	$447K	Sell	8,531 -9,457	-53%	-$503K	0.08%	261
2019 Q4	$965K	Buy	17,988 +7,234	+67%	+$388K	0.12%	185
2019 Q3	$577K	Buy	+10,754	New	+$575K	0.09%	241