Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, Belpointe Asset Management LLC holds 31,849 shares of IBTJ stock, worth $702,907. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,849
Previous 10,553 201.8%
Holding current value
$702,907
Previous $229,000 204.8%
% of portfolio
0.03%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$21.57 - $21.99 $459,354 - $468,299
21,296 Added 201.8%
31,849 $698,000
Q1 2025

May 20, 2025
SELL
$21.16 - $21.77 $21,731 - $22,357
-1,027 Reduced 8.87%
10,553 $229,000
Q4 2024

Feb 13, 2025
BUY
$21.25 - $22.07 $743 - $772
35 Added 0.3%
11,580 $247,000
Q3 2024

Nov 12, 2024
BUY
$21.22 - $22.22 $241,738 - $253,130
11,392 Added 7445.75%
11,545 $255,000
Q2 2024

Aug 02, 2024
BUY
$21.0 - $21.44 $3,213 - $3,280
153 New
153 $3,000

Others Institutions Holding IBTJ

# of Institutions
168
Shares Held
26M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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