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iShares Lehman 1-3 Year Treas.Bond shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond 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 Lehman 1-3 Year Treas.Bond by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $791k 9.7k 81.78
2023-12-31 $789k 9.6k 82.04
2023-09-30 $771k 9.5k 80.97
2020-12-31 $280k 3.2k 86.37
2020-09-30 $280k 3.2k 86.37
2020-06-30 $281k 3.2k 86.67
2020-03-31 $30M 342k 86.67

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 Lehman 1-3 Year Treas.Bond

Jpmorgan Chase & Co
Bank of America Corporation
Balentine
UBS Group
Wells Fargo & Company
Bank Of Montreal
Branch Banking & Trust Company
Bank of New York Mellon
Captrust Financial Advisors
Cornell University
Barclays
Charles Schwab Investment Management
Royal Bank of Canada
Assetmark
Raymond James & Associates

View all funds holding iShares Lehman 1-3 Year Treas.Bond