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CPIA
Cornell Pochily Investment Advisors’s
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
Stock Holding History
Cornell Pochily Investment Advisors’s Portfolio
IBDR Stock Details
IBDR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.92M
Sell
161,896
-1,161
-0.7%
-$28.1K
1.15%
26
2025
Q4
$3.95M
Buy
163,057
+13,637
+9%
+$331K
1.15%
23
2025
Q3
$3.63M
Buy
149,420
+25,575
+21%
+$619K
1.08%
24
2025
Q2
$3M
Buy
123,845
+18,006
+17%
+$435K
0.98%
25
2025
Q1
$2.56M
Buy
105,839
+32,407
+44%
+$782K
0.9%
29
2024
Q4
$1.77M
Buy
73,432
+3,658
+5%
+$88.2K
0.62%
43
2024
Q3
$1.7M
Buy
69,774
+10,568
+18%
+$254K
0.59%
47
2024
Q2
$1.41M
Sell
59,206
-8,535
-13%
-$203K
0.54%
50
2024
Q1
$1.62M
Sell
67,741
-382
-0.6%
-$9.11K
0.64%
48
2023
Q4
$1.63M
Buy
68,123
+1,040
+2%
+$24.4K
0.67%
46
2023
Q3
$1.57M
Buy
67,083
+13,523
+25%
+$317K
0.68%
41
2023
Q2
$1.26M
Buy
53,560
+1,563
+3%
+$36.9K
0.52%
58
2023
Q1
$1.23M
Buy
51,997
+1,067
+2%
+$25.1K
0.53%
59
2022
Q4
$1.19M
Buy
50,930
+7,629
+18%
+$177K
0.53%
60
2022
Q3
$1M
Buy
43,301
+5,233
+14%
+$125K
0.44%
63
2022
Q2
$606K
Sell
38,068
-11,756
-24%
-$283K
0.27%
99
2022
Q1
$1.23M
Buy
+49,824
New
+$1.26M
0.48%
63
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1-Year Est. Return
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1-Year Est. Return
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$324B AUM
22.36%
1-Year Est. Return
SVWAG
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$1.47B AUM
18.47%
1-Year Est. Return
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$71.6B AUM
21.08%
1-Year Est. Return
CAPTRUST Financial Advisors
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$57.2B AUM
18.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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