Compass Ion Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.28M	Sell
2025 Q2	$1.34M	Buy
2025 Q1	$771K	Buy
2024 Q4	$676K	Sell
2024 Q3	$690K	Sell
2024 Q2	$1.12M	Hold
2024 Q1	$1.12M	Sell
2023 Q4	$1.14M	Buy
2023 Q3	$1.09M	Buy