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

Belpointe Asset Management LLC

$2.32 Billion
Q3 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 72,075 shares of IBDU stock, worth $1.68 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

72,075

Previous 58,836 22.5%

Holding current value

$1.68 Million

Previous $1.37 Million 23.25%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$23.13 - $23.54 $306,218 - $311,646	13,239 Added 22.5%	72,075 $1.69 Million
Q2 2025 Jul 22, 2025	BUY	$22.7 - $23.33 $412,640 - $424,092	18,178 Added 44.71%	58,836 $1.37 Million
Q1 2025 May 20, 2025	BUY	$22.61 - $23.14 $603,709 - $617,861	26,701 Added 191.31%	40,658 $940,000
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

347

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

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