Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Compass Ion Advisors, LLC

  • $851 Million
  • Q2 2025

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 37,064 shares of IBTI stock, worth $831,345. This represents 0.1% of its overall portfolio holdings.

Number of Shares
37,064
Previous 28,472 30.18%
Holding current value
$831,345
Previous $633,000 30.81%
% of portfolio
0.1%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$22.09 - $22.44 $189,797 - $192,804
8,592 Added 30.18%
37,064 $828,000
Q1 2024

Apr 17, 2024
BUY
$21.79 - $22.29 $108,318 - $110,803
4,971 Added 21.15%
28,472 $624,000
Q4 2023

Jan 23, 2024
BUY
$21.24 - $22.25 $499,161 - $522,897
23,501 New
23,501 $521,000

Others Institutions Holding IBTI

# of Institutions
199
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
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.

Choose your preferred platform and Sign Up 👇 Telegram Email