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

Belpointe Asset Management’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$882K Buy
17,207
+549
+3% +$28.5K 0.02% 564
2026
Q2 		$873K Buy
16,658
+2,206
+15% +$116K 0.03% 537
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

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UBS Group
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Belpointe Asset Management's IGSB Position: Q3 2026 in Review

Belpointe Asset Management increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 3.3% in Q3 2026, buying an estimated $28.5K and bringing the position to 17,207 shares worth $882K. The position accounts for 0.02% of the portfolio, ranked #564.

Belpointe Asset Management first reported a position in IGSB in Q3 2019 and has held it in 22 quarters since. The position peaked at $2.66M in Q2 2022. 831 funds tracked by Wall St. Rank hold IGSB as of Q3 2026.

  • Belpointe Asset Management held 17,207 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $882K as of Q3 2026.
  • Belpointe Asset Management bought 549 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $28.5K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #564 holding.
  • Belpointe Asset Management first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2019 and has held it in 22 quarters since.
  • Belpointe Asset Management's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $2.66M in Q2 2022.
  • 831 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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