Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Belpointe Asset Management LLC

  • $2.14 Billion
  • Q2 2025

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 18,179 shares of IBDS stock, worth $442,658. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,179
Previous 10,467 73.68%
Holding current value
$442,658
Previous $253,000 74.31%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$23.96 - $24.27 $184,779 - $187,170
7,712 Added 73.68%
18,179 $441,000
Q1 2025

May 20, 2025
BUY
$23.9 - $24.18 $2,987 - $3,022
125 Added 1.21%
10,467 $253,000
Q4 2024

Feb 13, 2025
BUY
$23.88 - $24.32 $246,966 - $251,517
10,342 New
10,342 $247,000
Q1 2023

May 15, 2023
SELL
$23.15 - $24.01 $79,636 - $82,594
-3,440 Reduced 59.82%
2,311 $55,000
Q4 2022

Feb 08, 2023
BUY
$22.55 - $23.67 $129,685 - $136,126
5,751 New
5,751 $134,000

Others Institutions Holding IBDS

# of Institutions
414
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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