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Compass Ion Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Compass Ion Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$257K Hold
11,200
– – 0.02% 240
2025
Q4 		$258K Hold
11,200
– – 0.02% 235
2025
Q3 		$259K Hold
11,200
– – 0.03% 243
2025
Q2 		$258K Hold
11,200
– – 0.03% 232
2025
Q1 		$256K Buy
+11,200
New +$251K 0.03% 223

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Compass Ion Advisors's IBTM Position: Q1 2026 in Review

Compass Ion Advisors held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q1 2026 at 11,200 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #240.

Compass Ion Advisors first reported a position in IBTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $259K in Q3 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Compass Ion Advisors held 11,200 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $257K as of Q1 2026.
  • Compass Ion Advisors left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of Compass Ion Advisors's portfolio in Q1 2026, its #240 holding.
  • Compass Ion Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Compass Ion Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $259K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.