Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Belpointe Asset Management LLC

  • $1.69 Billion
  • Q1 2025

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 10,970 shares of IBDR stock, worth $260,537. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,970
Previous 12,366 11.29%
Holding current value
$260,537
Previous $293,000 11.26%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
SELL
N/A
-1,396 Reduced 11.29%
10,970 $260,000
Q4 2024

Feb 13, 2025
BUY
N/A
3,300 Added 36.4%
12,366 $293,000
Q3 2024

Nov 12, 2024
BUY
$23.75 - $23.75 $2,802 - $2,802
118 Added 1.32%
9,066 $215,000
Q2 2024

Aug 02, 2024
BUY
$23.65 - $23.82 $211,620 - $213,141
8,948 New
8,948 $213,000
Q1 2023

May 15, 2023
SELL
$23.14 - $23.86 $501,258 - $516,855
-21,662 Reduced 80.45%
5,264 $124,000
Q4 2022

Feb 08, 2023
SELL
$22.9 - $23.61 $38,472 - $39,664
-1,680 Reduced 5.87%
26,926 $628,000
Q3 2022

Nov 14, 2022
BUY
$23.21 - $24.34 $33,538 - $35,171
1,445 Added 5.32%
28,606 $661,000
Q2 2022

Aug 02, 2022
BUY
$23.33 - $24.57 $40,594 - $42,751
1,740 Added 6.84%
27,161 $646,000
Q1 2022

Apr 28, 2022
BUY
$24.49 - $26.0 $86,572 - $91,910
3,535 Added 16.15%
25,421 $627,000
Q4 2021

Feb 15, 2022
BUY
$25.98 - $26.52 $568,598 - $580,416
21,886 New
21,886 $570,000

Others Institutions Holding IBDR

# of Institutions
430
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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  • Ticker IBDR
  • Sector ETFs
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