Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 38,671 shares of IBDW stock, worth $815,571. This represents 0.04% of its overall portfolio holdings.
Number of Shares
38,671
Previous 45,472
14.96%
Holding current value
$815,571
Previous $956,000
14.23%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IBDW
# of Institutions
251Shares Held
75.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio