Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 45,472 shares of IBDW stock, worth $970,372. This represents 0.04% of its overall portfolio holdings.
Number of Shares
45,472
Previous 29,783
52.68%
Holding current value
$970,372
Previous $617,000
54.94%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
230Shares Held
64.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$66.8 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.47MShares$52.6 Million1.9% of portfolio