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COMPASS FINANCIAL MANAGEMENT LLC’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9K Buy
+733
New +$15.9K ﹤0.01% 950

Other funds holding IBTJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026: 733 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

179 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 733 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $15.9K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #950 holding.
  • 179 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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