Belpointe Asset Management LLC Ishares Core 10+ Year Usd Bond Transaction History

Belpointe Asset Management LLC

$1.49 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$50.74 - $55.23 $2,283 - $2,485	45 Added 14.33%	359 $19,000
Q4 2022 Feb 08, 2023	BUY	$46.91 - $54.59 $14,729 - $17,141	314 New	314 $15,000

Others Institutions Holding ILTB

# of Institutions

98

Shares Held

6.43M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.35M
Shares

$65.5 Million
0.01% of portfolio
Ae Wealth Management LLC

768K
Shares

$37.3 Million
0.42% of portfolio
Ameriprise Financial Inc Minneapolis, MN

659K
Shares

$32 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

316K
Shares

$15.3 Million
0.0% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

313K
Shares

$15.2 Million
0.68% of portfolio

About ISHARES CORE 10+ YEAR USD BOND

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