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Ishares Tr fund shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $27k 563 47.09
2022-12-31 $26k 563 45.97

More positions owned by Belpointe Asset Management

Servicenow (NOW)
NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Spdr S&p 500 Etf Etf (SPY)
Apple (AAPL)
Schwab Strategic Tr Etf (SCHG)
Collaborative Investmnt Ser Etf (NDOW)
Microsoft Corporation (MSFT)
Ishares Tr Etf (SGOV)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Vanguard S&P 500 ETF Etf (VOO)
Badger Meter (BMI)
Vanguard Index Fds Etf (VUG)
Amazon (AMZN)

View all positions for Belpointe Asset Management

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Mercer Global Advisors
Francis Financial
Royal Bank of Canada
Creative Planning
LPL Financial
Impact Investors
Envestnet Asset Management
Seeds Investor
Bank of New York Mellon
Jane Street
Assetmark
UBS Group
Laurel Wealth Planning

View all funds holding Ishares Tr fund