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COMPASS FINANCIAL MANAGEMENT LLC’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8K Buy
+715
New +$15.9K ﹤0.01% 951

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IBTI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 715 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings.

217 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 715 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $15.8K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #951 holding.
  • 217 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.