Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Belpointe Asset Management LLC
- $1.51 Billion
- Q4 2024
A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 144,272 shares of IBTF stock, worth $3.36 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
144,272
Previous 123,642
16.69%
Holding current value
$3.36 Million
Previous $2.9 Million
16.2%
% of portfolio
0.22%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
312Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$197 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.5 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.8MShares$65.3 Million1.36% of portfolio