Cornell Pochily Investment Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Cornell Pochily Investment Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.54M	Sell	104,825 -82,200	-44%	-$1.99M	0.68%	38
2026 Q1	$4.53M	Buy	187,025 +30,400	+19%	+$738K	1.33%	22
2025 Q4	$3.8M	Buy	156,625 +27,582	+21%	+$670K	1.1%	26
2025 Q3	$3.14M	Buy	129,043 +24,647	+24%	+$598K	0.94%	27
2025 Q2	$2.53M	Buy	104,396 +15,527	+17%	+$375K	0.83%	31
2025 Q1	$2.15M	Buy	88,869 +28,725	+48%	+$691K	0.76%	39
2024 Q4	$1.44M	Buy	60,144 +1,106	+2%	+$26.6K	0.5%	55
2024 Q3	$1.44M	Buy	59,038 +10,392	+21%	+$250K	0.5%	57
2024 Q2	$1.15M	Sell	48,646 -7,069	-13%	-$167K	0.44%	59
2024 Q1	$1.33M	Sell	55,715 -802	-1%	-$19.1K	0.53%	55
2023 Q4	$1.35M	Buy	56,517 +746	+1%	+$17.4K	0.56%	53
2023 Q3	$1.29M	Buy	55,771 +10,631	+24%	+$248K	0.56%	53
2023 Q2	$1.06M	Buy	45,140 +1,394	+3%	+$33K	0.44%	66
2023 Q1	$1.04M	Buy	43,746 +737	+2%	+$17.4K	0.45%	69
2022 Q4	$1.01M	Buy	43,009 +3,974	+10%	+$92.1K	0.45%	67
2022 Q3	$898K	Buy	39,035 +6,382	+20%	+$152K	0.39%	71
2022 Q2	$779K	Sell	32,653 -13,399	-29%	-$324K	0.35%	81
2022 Q1	$1.15M	Buy	+46,052	New	+$1.18M	0.45%	72

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Cornell Pochily Investment Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 44% in Q2 2026, selling an estimated $1.99M and leaving 104,825 shares worth $2.54M. The position accounts for 0.68% of the portfolio, ranked #38.

Cornell Pochily Investment Advisors first reported a position in IBDS in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.53M in Q1 2026. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Cornell Pochily Investment Advisors held 104,825 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.54M as of Q2 2026.
Cornell Pochily Investment Advisors sold 82,200 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.99M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.68% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #38 holding.
Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2022 and has held it in 18 quarters since.
Cornell Pochily Investment Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $4.53M in Q1 2026.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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