Compass Ion Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Compass Ion Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$977K	Buy
2025 Q1	$784K	Buy
2024 Q4	$681K	Hold
2024 Q3	$695K	Hold
2024 Q2	$680K	Hold
2024 Q1	$680K	Buy
2023 Q4	$517K	Buy