CPIA
Cornell Pochily Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
84,311
+1,436
| +2% | +$36.2K | 0.69% | 40 |
|
|
2025
Q1 | $2.08M | Buy |
82,875
+2,036
| +3% | +$51.2K | 0.73% | 41 |
|
|
2024
Q4 | $2.03M | Buy |
80,839
+920
| +1% | +$23K | 0.71% | 36 |
|
|
2024
Q3 | $2.01M | Buy |
79,919
+3,594
| +5% | +$90.2K | 0.7% | 37 |
|
|
2024
Q2 | $1.9M | Sell |
76,325
-1,447
| -2% | -$36K | 0.72% | 37 |
|
|
2024
Q1 | $1.93M | Sell |
77,772
-774
| -1% | -$19.2K | 0.77% | 34 |
|
|
2023
Q4 | $1.94M | Buy |
78,546
+433
| +0.6% | +$10.7K | 0.81% | 35 |
|
|
2023
Q3 | $1.9M | Buy |
78,113
+4,164
| +6% | +$101K | 0.83% | 28 |
|
|
2023
Q2 | $1.8M | Buy |
73,949
+6,029
| +9% | +$147K | 0.74% | 35 |
|
|
2023
Q1 | $1.67M | Buy |
67,920
+1,603
| +2% | +$39.3K | 0.71% | 37 |
|
|
2022
Q4 | $1.61M | Buy |
66,317
+8,833
| +15% | +$215K | 0.72% | 37 |
|
|
2022
Q3 | $1.39M | Buy |
57,484
+6,033
| +12% | +$146K | 0.61% | 38 |
|
|
2022
Q2 | $1.27M | Buy |
51,451
+3,651
| +8% | +$90.2K | 0.57% | 55 |
|
|
2022
Q1 | $1.21M | Buy |
+47,800
| New | +$1.21M | 0.47% | 66 |
|