CPIA
IBDQ

Cornell Pochily Investment Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Cornell Pochily Investment Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-72,728
Closed -$1.83M – 186
2025
Q3 		$1.83M Sell
72,728
-11,583
-14% -$291K 0.55% 54
2025
Q2 		$2.12M Buy
84,311
+1,436
+2% +$36.1K 0.69% 40
2025
Q1 		$2.08M Buy
82,875
+2,036
+3% +$51.1K 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% +$89.7K 0.7% 37
2024
Q2 		$1.9M Sell
76,325
-1,447
-2% -$35.8K 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% +$10.6K 0.81% 35
2023
Q3 		$1.9M Buy
78,113
+4,164
+6% +$102K 0.83% 28
2023
Q2 		$1.8M Buy
73,949
+6,029
+9% +$148K 0.74% 35
2023
Q1 		$1.67M Buy
67,920
+1,603
+2% +$39.2K 0.71% 37
2022
Q4 		$1.61M Buy
66,317
+8,833
+15% +$214K 0.72% 37
2022
Q3 		$1.39M Buy
57,484
+6,033
+12% +$149K 0.61% 38
2022
Q2 		$1.27M Buy
51,451
+3,651
+8% +$90.9K 0.57% 55
2022
Q1 		$1.21M Buy
+47,800
New +$1.23M 0.47% 66

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cornell Pochily Investment Advisors's IBDQ Position: Q4 2025 in Review

Cornell Pochily Investment Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 72,728 shares — an estimated $1.83M sold.

Cornell Pochily Investment Advisors first reported a position in IBDQ in Q1 2022 and held it in 15 quarters. The position peaked at $2.12M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Cornell Pochily Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 72,728 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.83M.
  • Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2022 and held it in 15 quarters.
  • Cornell Pochily Investment Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.12M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.