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Ishares Ibonds Dec 2024 Term T shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T 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 Ibonds Dec 2024 Term T by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $522k 22k 24.00
2024-06-30 $673k 28k 23.94
2024-03-31 $673k 28k 23.94
2023-12-31 $561k 24k 23.86

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)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Ishares Ibonds Dec 2024 Term T

Bank of America Corporation
Hm Payson & Co
Morgan Stanley
Captrust Financial Advisors
Hills Bank And Trust Company
LPL Financial
Wells Fargo & Company
Renaissance Technologies
Goss Wealth Management
CliftonLarsonAllen Wealth Advisors
Capital Investment Advisors
First Western Trust Bank
Equitable Holdings
Connecticut Wealth Management
Campbell Wealth Management

View all funds holding Ishares Ibonds Dec 2024 Term T