Compass Ion Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$832K	Buy
2025 Q1	$527K	Hold
2024 Q4	$516K	Hold
2024 Q3	$535K	Hold
2024 Q2	$520K	Hold
2024 Q1	$520K	Hold
2023 Q4	$527K	Buy