Belpointe Asset Management LLC Ishares U.S. Fixed Income Bala Transaction History

Belpointe Asset Management LLC

$1.69 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$82.46 - $86.27 $82 - $86	1 Added 1.0%	101 $8,000
Q4 2022 Feb 08, 2023	BUY	$80.41 - $84.93 $8,041 - $8,493	100 New	100 $8,000

Others Institutions Holding FIBR

# of Institutions

23

Shares Held

345K

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

160K
Shares

$14 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

115K
Shares

$10.1 Million
0.0% of portfolio
Jones Financial Companies Lllp

26.7K
Shares

$2.34 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

10.3K
Shares

$904,447
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.45K
Shares

$477,301
0.0% of portfolio

About ISHARES U.S. FIXED INCOME BALA

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