CIA
Compass Ion Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $537K | Hold |
26,181
| – | – | 0.06% | 161 |
|
2025
Q1 | $532K | Hold |
26,181
| – | – | 0.06% | 161 |
|
2024
Q4 | $518K | Hold |
26,181
| – | – | 0.06% | 160 |
|
2024
Q3 | $545K | Hold |
26,181
| – | – | 0.07% | 155 |
|
2024
Q2 | $528K | Hold |
26,181
| – | – | 0.08% | 141 |
|
2024
Q1 | $528K | Hold |
26,181
| – | – | 0.08% | 142 |
|
2023
Q4 | $538K | Buy |
+26,181
| New | +$538K | 0.08% | 137 |
|