Belpointe Asset Management’s iShares BBB Rated Corporate Bond ETF LQDB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$298K	Hold	3,444	–	–	0.01%	902
2026 Q1	$297K	Sell	3,444 -364	-10%	-$31.7K	0.01%	871
2025 Q4	$332K	Buy	+3,808	New	+$334K	0.01%	797

Other funds holding LQDB

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Belpointe Asset Management held its iShares BBB Rated Corporate Bond ETF (LQDB) position steady in Q2 2026 at 3,444 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #902.

Belpointe Asset Management first reported a position in LQDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $332K in Q4 2025. 4 funds tracked by Wall St. Rank hold LQDB as of Q2 2026.

Belpointe Asset Management held 3,444 shares of iShares BBB Rated Corporate Bond ETF worth $298K as of Q2 2026.
Belpointe Asset Management left its iShares BBB Rated Corporate Bond ETF share count unchanged in Q2 2026.
iShares BBB Rated Corporate Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #902 holding.
Belpointe Asset Management first reported a position in iShares BBB Rated Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Belpointe Asset Management's iShares BBB Rated Corporate Bond ETF position peaked at $332K in Q4 2025.
4 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q2 2026.

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