Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Belpointe Asset Management LLC

$2.9 Billion
Q4 2025

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 20,477 shares of IBDS stock, worth $496,976. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,477

Previous 21,520 4.85%

Holding current value

$496,976

Previous $523,000 5.16%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$24.24 - $24.37 $25,282 - $25,417	-1,043 Reduced 4.85%	20,477 $496,000
Q3 2025 Oct 31, 2025	BUY	$24.14 - $24.34 $80,651 - $81,319	3,341 Added 18.38%	21,520 $523,000
Q2 2025 Jul 22, 2025	BUY	$23.96 - $24.27 $184,779 - $187,170	7,712 Added 73.68%	18,179 $441,000
Q1 2025 May 20, 2025	BUY	$23.9 - $24.18 $2,987 - $3,022	125 Added 1.21%	10,467 $253,000
Q4 2024 Feb 13, 2025	BUY	$23.88 - $24.32 $246,966 - $251,517	10,342 New	10,342 $247,000

Q1 2023 May 15, 2023	SELL	$23.15 - $24.01 $79,636 - $82,594	-3,440 Reduced 59.82%	2,311 $55,000
Q4 2022 Feb 08, 2023	BUY	$22.55 - $23.67 $129,685 - $136,126	5,751 New	5,751 $134,000

Others Institutions Holding IBDS

# of Institutions

437

Shares Held

111M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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Belpointe Asset Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History