Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 58,836 shares of IBDU stock, worth $1.37 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
58,836
Previous 40,658
44.71%
Holding current value
$1.37 Million
Previous $940,000
45.96%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding IBDU
# of Institutions
310Shares Held
91.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$142 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.5 Million7.66% of portfolio