A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 37,293 shares of IBTG stock, worth $856,620. This represents 0.11% of its overall portfolio holdings.

Number of Shares
37,293
Previous 30,923 20.6%
Holding current value
$856,620
Previous $705,000 21.28%
% of portfolio
0.11%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
$22.77 - $22.94 $145,044 - $146,127
6,370 Added 20.6%
37,293 $855,000
Q3 2024

Oct 18, 2024

BUY
$22.55 - $23.1 $24,895 - $25,502
1,104 Added 3.7%
30,923 $713,000
Q1 2024

Apr 17, 2024

BUY
$22.62 - $22.94 $108,802 - $110,341
4,810 Added 19.23%
29,819 $677,000
Q4 2023

Jan 23, 2024

BUY
$22.32 - $22.86 $558,200 - $571,705
25,009 New
25,009 $571,000

Others Institutions Holding IBTG

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
Track This Portfolio

Track Compass Ion Advisors, LLC Portfolio

Follow Compass Ion Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Ion Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Ion Advisors, LLC with notifications on news.