Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Belpointe Asset Management LLC

  • $1.51 Billion
  • Q4 2024

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 13,957 shares of IBDU stock, worth $321,011. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,957
Previous 12,177 14.62%
Holding current value
$321,011
Previous $286,000 11.19%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.71 - $23.47 $40,423 - $41,776
1,780 Added 14.62%
13,957 $318,000
Q3 2024

Nov 12, 2024
BUY
$22.51 - $23.57 $274,104 - $287,011
12,177 New
12,177 $286,000
Q1 2023

May 15, 2023
SELL
$21.99 - $23.12 $32,985 - $34,680
-1,500 Reduced 68.18%
700 $16,000
Q4 2022

Feb 08, 2023
BUY
$21.21 - $22.74 $46,662 - $50,028
2,200 New
2,200 $48,000

Others Institutions Holding IBDU

# of Institutions
270
Shares Held
80.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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