CPIA
Cornell Pochily Investment Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
123,845
+18,006
| +17% | +$437K | 0.98% | 25 |
|
|
2025
Q1 | $2.56M | Buy |
105,839
+32,407
| +44% | +$785K | 0.9% | 29 |
|
|
2024
Q4 | $1.77M | Buy |
73,432
+3,658
| +5% | +$88K | 0.62% | 43 |
|
|
2024
Q3 | $1.7M | Buy |
69,774
+10,568
| +18% | +$257K | 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% | +$24.9K | 0.67% | 46 |
|
|
2023
Q3 | $1.57M | Buy |
67,083
+13,523
| +25% | +$316K | 0.68% | 41 |
|
|
2023
Q2 | $1.26M | Buy |
53,560
+1,563
| +3% | +$36.7K | 0.52% | 58 |
|
|
2023
Q1 | $1.23M | Buy |
51,997
+1,067
| +2% | +$25.3K | 0.53% | 59 |
|
|
2022
Q4 | $1.19M | Buy |
50,930
+7,629
| +18% | +$178K | 0.53% | 60 |
|
|
2022
Q3 | $1M | Buy |
43,301
+5,233
| +14% | +$121K | 0.44% | 63 |
|
|
2022
Q2 | $606K | Sell |
38,068
-11,756
| -24% | -$187K | 0.27% | 99 |
|
|
2022
Q1 | $1.23M | Buy |
+49,824
| New | +$1.23M | 0.48% | 63 |
|