CPIA
IBDP
Cornell Pochily Investment Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,671
| Closed | -$420K | – | 181 |
|
|
2024
Q3 | $420K | Sell |
16,671
-654
| -4% | -$16.5K | 0.15% | 126 |
|
|
2024
Q2 | $435K | Sell |
17,325
-1,796
| -9% | -$45.1K | 0.17% | 119 |
|
|
2024
Q1 | $479K | Sell |
19,121
-504
| -3% | -$12.6K | 0.19% | 108 |
|
|
2023
Q4 | $489K | Sell |
19,625
-1,049
| -5% | -$26.1K | 0.2% | 107 |
|
|
2023
Q3 | $511K | Sell |
20,674
-37,005
| -64% | -$915K | 0.22% | 102 |
|
|
2023
Q2 | $1.42M | Buy |
57,679
+2,653
| +5% | +$65.3K | 0.58% | 51 |
|
|
2023
Q1 | $1.35M | Buy |
55,026
+777
| +1% | +$19.1K | 0.58% | 55 |
|
|
2022
Q4 | $1.32M | Buy |
54,249
+9,221
| +20% | +$225K | 0.59% | 49 |
|
|
2022
Q3 | $1.1M | Sell |
45,028
-10,231
| -19% | -$249K | 0.48% | 58 |
|
|
2022
Q2 | $1.37M | Buy |
55,259
+6,055
| +12% | +$150K | 0.61% | 49 |
|
|
2022
Q1 | $1.24M | Buy |
+49,204
| New | +$1.24M | 0.48% | 62 |
|