A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Belpointe Asset Management LLC holds 16,981 shares of IBDT stock, worth $422,147. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,981
Previous 23,676 28.28%
Holding current value
$422,147
Previous $586,000 26.11%
% of portfolio
0.03%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$24.62 - $25.59 $164,830 - $171,325
-6,695 Reduced 28.28%
16,981 $433,000
Q2 2024

Aug 02, 2024

BUY
$24.4 - $24.86 $216,476 - $220,557
8,872 Added 59.93%
23,676 $586,000
Q1 2024

May 08, 2024

BUY
$24.69 - $25.14 $365,510 - $372,172
14,804 New
14,804 $368,000
Q1 2023

May 15, 2023

SELL
$24.16 - $25.2 $55,568 - $57,960
-2,300 Reduced 76.29%
715 $17,000
Q4 2022

Feb 08, 2023

BUY
$23.29 - $24.79 $70,219 - $74,741
3,015 New
3,015 $73,000

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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