CIA
Compass Ion Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Buy |
37,974
+13,767
| +57% | +$302K | 0.09% | 121 |
|
|
2025
Q1 | $527K | Hold |
24,207
| – | – | 0.06% | 163 |
|
|
2024
Q4 | $516K | Hold |
24,207
| – | – | 0.06% | 163 |
|
|
2024
Q3 | $535K | Hold |
24,207
| – | – | 0.07% | 157 |
|
|
2024
Q2 | $520K | Hold |
24,207
| – | – | 0.07% | 143 |
|
|
2024
Q1 | $520K | Hold |
24,207
| – | – | 0.07% | 144 |
|
|
2023
Q4 | $527K | Buy |
+24,207
| New | +$527K | 0.08% | 139 |
|