CIA
Compass Ion Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
44,938
+7,645
| +20% | +$175K | 0.11% | 98 |
|
|
2025
Q1 | $856K | Buy |
37,293
+6,370
| +21% | +$146K | 0.1% | 116 |
|
|
2024
Q4 | $705K | Hold |
30,923
| – | – | 0.08% | 130 |
|
|
2024
Q3 | $713K | Buy |
30,923
+1,104
| +4% | +$25.5K | 0.09% | 127 |
|
|
2024
Q2 | $677K | Hold |
29,819
| – | – | 0.1% | 117 |
|
|
2024
Q1 | $677K | Buy |
29,819
+4,810
| +19% | +$109K | 0.1% | 118 |
|
|
2023
Q4 | $572K | Buy |
+25,009
| New | +$572K | 0.09% | 132 |
|