Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 27,796 shares of IBDT stock, worth $705,462. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,796

Previous 23,665 17.46%

Holding current value

$705,462

Previous $597,000 18.26%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$24.94 - $25.42 $103,027 - $105,010	4,131 Added 17.46%	27,796 $706,000
Q1 2025 May 20, 2025	BUY	$24.79 - $25.26 $113,389 - $115,539	4,574 Added 23.96%	23,665 $597,000
Q4 2024 Feb 13, 2025	BUY	$24.82 - $25.48 $52,370 - $53,762	2,110 Added 12.43%	19,091 $475,000
Q3 2024 Nov 12, 2024	SELL	$24.62 - $25.59 $164,830 - $171,325	-6,695 Reduced 28.28%	16,981 $433,000
Q2 2024 Aug 02, 2024	BUY	$24.4 - $24.86 $216,476 - $220,557	8,872 Added 59.93%	23,676 $586,000
Q1 2024 May 08, 2024	BUY	$24.69 - $25.14 $365,510 - $372,172	14,804 New	14,804 $368,000
Q1 2023 May 15, 2023	SELL	$24.16 - $25.2 $55,568 - $57,960	-2,300 Reduced 76.29%	715 $17,000
Q4 2022 Feb 08, 2023	BUY	$23.29 - $24.79 $70,219 - $74,741	3,015 New	3,015 $73,000

Others Institutions Holding IBDT

# of Institutions

382

Shares Held

89.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History