CPIA
IBDR icon

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
Q2 		$1.67M Sell
68,763
-93,133
-58% -$2.25M 0.45% 62
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

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Cornell Pochily Investment Advisors's IBDR Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 58% in Q2 2026, selling an estimated $2.25M and leaving 68,763 shares worth $1.67M. The position accounts for 0.45% of the portfolio, ranked #62.

Cornell Pochily Investment Advisors first reported a position in IBDR in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.95M in Q4 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Cornell Pochily Investment Advisors held 68,763 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.67M as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 93,133 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.25M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.45% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2022 and has held it in 18 quarters since.
  • Cornell Pochily Investment Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.95M in Q4 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.