Compass Ion Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$829K	Buy
2025 Q1	$634K	Hold
2024 Q4	$624K	Hold
2024 Q3	$641K	Hold
2024 Q2	$625K	Hold
2024 Q1	$625K	Buy
2023 Q4	$522K	Buy