Belpointe Asset Management
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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
Q3 		$236K Sell
2,869
-575
-17% -$48.6K 0.01% 1029
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

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Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $513M AUM 16.15% 1-Year Est. Return

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

Belpointe Asset Management reduced its iShares BBB Rated Corporate Bond ETF (LQDB) stake by 17% in Q3 2026, selling an estimated $48.6K and leaving 2,869 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #1029.

Belpointe Asset Management first reported a position in LQDB in Q4 2025 and has held it in 4 quarters since. The position peaked at $332K in Q4 2025. 9 funds tracked by Wall St. Rank hold LQDB as of Q3 2026.

  • Belpointe Asset Management held 2,869 shares of iShares BBB Rated Corporate Bond ETF worth $236K as of Q3 2026.
  • Belpointe Asset Management sold 575 iShares BBB Rated Corporate Bond ETF shares in Q3 2026, an estimated $48.6K.
  • iShares BBB Rated Corporate Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #1029 holding.
  • Belpointe Asset Management first reported a position in iShares BBB Rated Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Belpointe Asset Management's iShares BBB Rated Corporate Bond ETF position peaked at $332K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares BBB Rated Corporate Bond ETF as of Q3 2026.

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