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Ishares Ibonds Dec 2026 Term T shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Ishares Ibonds Dec 2026 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 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 2026 Term T by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $713k 31k 23.07
2024-06-30 $677k 30k 22.71
2024-03-31 $677k 30k 22.71
2023-12-31 $572k 25k 22.86

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 2026 Term T

Hm Payson & Co
Morgan Stanley
Colony
Capital Investment Advisors
Bank of America Corporation
Wells Fargo & Company
Bailard
Northwestern Mutual Wealth Management Company
Goss Wealth Management
Monumental Financial Group
Integrated Wealth Concepts
LPL Financial
Stratos Wealth Partners
Raymond James Financial Services Advisors
MV Capital Management

View all funds holding Ishares Ibonds Dec 2026 Term T