CPIA
IBDP

Cornell Pochily Investment Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Cornell Pochily Investment Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,671
Closed -$420K – 181
2024
Q3 		$420K Sell
16,671
-654
-4% -$16.4K 0.15% 126
2024
Q2 		$435K Sell
17,325
-1,796
-9% -$45K 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% -$26K 0.2% 107
2023
Q3 		$511K Sell
20,674
-37,005
-64% -$912K 0.22% 102
2023
Q2 		$1.42M Buy
57,679
+2,653
+5% +$65.2K 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% -$253K 0.48% 58
2022
Q2 		$1.37M Buy
55,259
+6,055
+12% +$151K 0.61% 49
2022
Q1 		$1.24M Buy
+49,204
New +$1.25M 0.48% 62

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cornell Pochily Investment Advisors's IBDP Position: Q4 2024 in Review

Cornell Pochily Investment Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 16,671 shares — an estimated $420K sold.

Cornell Pochily Investment Advisors first reported a position in IBDP in Q1 2022 and held it in 11 quarters. The position peaked at $1.42M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Cornell Pochily Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 16,671 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $420K.
  • Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2022 and held it in 11 quarters.
  • Cornell Pochily Investment Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.42M in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.