Compass Ion Advisors, LLC
Position in IBTK — iShares iBonds Dec 2030 Term Treasury ETF
CIK 1621100
CONSHOHOCKEN, PA
All Filings in IBTK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTK | $532,380 | 26,997 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 IBTK | $535,755 | 26,997 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 IBTK | $536,565 | 26,997 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 IBTK | $535,620 | 26,997 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 IBTK | $530,761 | 26,997 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 IBTK | $518,153 | 26,997 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 IBTK | $541,154 | 26,997 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 IBTK | $520,367 | 26,997 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 IBTK | $524,281 | 26,997 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 IBTK | $532,380 | 26,997 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||