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Ishares Tr core tl usd bd shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Ishares Tr core tl usd bd (IUSB) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Ishares Tr core tl usd bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core tl usd bd held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core tl usd bd by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $49M 1.1M 45.59
2023-12-31 $51M 1.1M 46.07
2023-09-30 $48M 1.1M 43.72
2023-06-30 $2.2M 48k 45.47

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Ishares Tr core tl usd bd

Wells Fargo & Company
CWM
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Park Avenue Securities
Advisor Group Holdings
Janney Montgomery Scott
Bank of New York Mellon
Pnc Financial Services
Mariner Wealth Advisors
United Capital Financial Advisers
SigFig Wealth Management
Commonwealth Equity Services
Private Ocean
JB Capital

View all funds holding Ishares Tr core tl usd bd