CIA
Compass Ion Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Hold |
26,997
| – | – | 0.06% | 162 |
|
|
2025
Q1 | $531K | Hold |
26,997
| – | – | 0.06% | 162 |
|
|
2024
Q4 | $518K | Hold |
26,997
| – | – | 0.06% | 161 |
|
|
2024
Q3 | $541K | Hold |
26,997
| – | – | 0.07% | 156 |
|
|
2024
Q2 | $524K | Hold |
26,997
| – | – | 0.07% | 142 |
|
|
2024
Q1 | $524K | Hold |
26,997
| – | – | 0.08% | 143 |
|
|
2023
Q4 | $532K | Buy |
+26,997
| New | +$532K | 0.08% | 138 |
|