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Ishares Ibonds Dec 2028 Term T shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T 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 Ibonds Dec 2028 Term T by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 139k 22.37
2025-09-30 $581k 26k 22.39
2025-06-30 $483k 22k 22.36
2023-03-31 $17k 773 22.49
2022-12-31 $17k 773 21.94

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Top funds holding Ishares Ibonds Dec 2028 Term T

Colony
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Brookstone Capital Management
Asset Advisors Investment Management
UBS Group
Financial Advisory Corp
Stratos Wealth Partners
Atwood & Palmer
Horizon Advisory Services
LPL Financial
Journey Advisory Group
United Capital Financial Advisers
MKT Advisors

View all funds holding Ishares Ibonds Dec 2028 Term T