Compass Ion Advisors, LLC
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1621100
CONSHOHOCKEN, PA
All Filings in IBTJ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $832,021 | 38,091 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 IBTJ | $835,577 | 38,076 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 IBTJ | $834,707 | 38,019 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 IBTJ | $832,390 | 37,974 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 IBTJ | $526,986 | 24,207 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 IBTJ | $516,238 | 24,207 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 IBTJ | $535,095 | 24,207 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 IBTJ | $517,303 | 24,207 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 IBTJ | $520,450 | 24,207 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 IBTJ | $527,228 | 24,207 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||