CIA
Compass Ion Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
37,064
+8,592
| +30% | +$192K | 0.09% | 123 |
|
|
2025
Q1 | $634K | Hold |
28,472
| – | – | 0.07% | 144 |
|
|
2024
Q4 | $624K | Hold |
28,472
| – | – | 0.07% | 148 |
|
|
2024
Q3 | $641K | Hold |
28,472
| – | – | 0.08% | 143 |
|
|
2024
Q2 | $625K | Hold |
28,472
| – | – | 0.09% | 125 |
|
|
2024
Q1 | $625K | Buy |
28,472
+4,971
| +21% | +$109K | 0.09% | 125 |
|
|
2023
Q4 | $522K | Buy |
+23,501
| New | +$522K | 0.08% | 142 |
|