Article Title: Belpointe Asset Management Reveals Major Purchase of iShares iBonds Dec 2025 Term Treasury ETF
In a recent SEC filing, Belpointe Asset Management LLC announced a significant acquisition of over 1 million shares of the iShares iBonds Dec 2025 Term Treasury ETF (IBTF). The purchase, valued at approximately $23.44 million based on quarterly average pricing, reflects the firm’s strategic investment decisions.
The purchase of 1,004,617 IBTF shares during the third quarter of 2025 brings Belpointe’s stake in the ETF to 1.09% of its 13F assets under management (AUM). While IBTF is not among the firm’s top five holdings, it represents a substantial addition to its investment portfolio.
With IBTF shares priced at $23.37 as of October 31, 2025, and offering a 1-year yield of 4.13%, Belpointe’s move to increase exposure to short-term treasury bonds can be seen as a defensive strategy. By diversifying its holdings and adjusting its balance of short-term bond ETFs, the firm aims to manage interest rate risk and align its fixed income allocations with future cash flow needs.
Overall, Belpointe Asset Management’s acquisition of IBTF shares underscores its commitment to strategic investment decisions and portfolio diversification. As a leading RIA Firm recognized by Forbes, the firm’s diversified portfolio includes a wide range of assets, from U.S. equities and international investments to fixed-income securities and real estate investment trusts (REITs).
