CIA
Compass Ion Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
43,434
+8,452
| +24% | +$190K | 0.11% | 105 |
|
|
2025
Q1 | $784K | Buy |
34,982
+4,283
| +14% | +$96K | 0.09% | 122 |
|
|
2024
Q4 | $681K | Hold |
30,699
| – | – | 0.08% | 134 |
|
|
2024
Q3 | $695K | Hold |
30,699
| – | – | 0.09% | 133 |
|
|
2024
Q2 | $680K | Hold |
30,699
| – | – | 0.1% | 115 |
|
|
2024
Q1 | $680K | Buy |
30,699
+7,610
| +33% | +$169K | 0.1% | 116 |
|
|
2023
Q4 | $517K | Buy |
+23,089
| New | +$517K | 0.08% | 143 |
|