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Ishares Ibonds Dec 2029 Term T shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 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 2029 Term T by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $746k 34k 21.96
2025-06-30 $698k 32k 21.92
2025-03-31 $230k 11k 21.77
2024-12-31 $254k 12k 21.94
2024-09-30 $255k 12k 22.11
2024-06-30 $3.2k 153 21.22

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View all positions for Belpointe Asset Management

Top funds holding Ishares Ibonds Dec 2029 Term T

TRUE Private Wealth Advisors
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Hengehold Capital Management
UBS Group
Atwood & Palmer
Stifel Financial
Envestnet Asset Management
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
Vista Private Wealth Partners
Commonwealth Equity Services
Confluence Investment Management

View all funds holding Ishares Ibonds Dec 2029 Term T