Compass Ion Advisors, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Compass Ion Advisors, LLC

  • $958 Million
  • Q3 2025

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 38,019 shares of IBTJ stock, worth $833,756. This represents 0.09% of its overall portfolio holdings.

Number of Shares
38,019
Previous 37,974 0.12%
Holding current value
$833,756
Previous $832,000 0.24%
% of portfolio
0.09%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$21.68 - $22.04 $975 - $991
45 Added 0.12%
38,019 $834,000
Q2 2025

Jul 11, 2025
BUY
$21.57 - $21.99 $296,954 - $302,736
13,767 Added 56.87%
37,974 $832,000
Q4 2023

Jan 23, 2024
BUY
$20.61 - $21.84 $498,906 - $528,680
24,207 New
24,207 $527,000

Others Institutions Holding IBTJ

# of Institutions
185
Shares Held
28.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Compass Ion Advisors, LLC Portfolio

Follow Compass Ion Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Ion Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Ion Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email