A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 485,203 shares of IBTE stock, worth $11.6 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
485,203
Previous 30,500 1490.83%
Holding current value
$11.6 Million
Previous $727,000 1497.66%
% of portfolio
0.94%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$23.85 - $23.95 $10.8 Million - $10.9 Million
454,703 Added 1490.83%
485,203 $11.6 Million
Q4 2023

Feb 13, 2024

BUY
$23.75 - $23.91 $128,867 - $129,735
5,426 Added 21.64%
30,500 $727,000
Q3 2023

Nov 15, 2023

SELL
$23.72 - $23.85 $175,528 - $176,490
-7,400 Reduced 22.79%
25,074 $597,000
Q2 2023

Aug 14, 2023

SELL
$23.77 - $24.01 $419,255 - $423,488
-17,638 Reduced 35.2%
32,474 $772,000
Q1 2023

May 15, 2023

BUY
$23.67 - $24.08 $278,051 - $282,867
11,747 Added 30.62%
50,112 $1.2 Million
Q4 2022

Feb 08, 2023

BUY
$23.73 - $23.95 $910,401 - $918,841
38,365 New
38,365 $915,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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