CPIA
Cornell Pochily Investment Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
104,396
+15,527
| +17% | +$377K | 0.83% | 31 |
|
|
2025
Q1 | $2.15M | Buy |
88,869
+28,725
| +48% | +$695K | 0.76% | 39 |
|
|
2024
Q4 | $1.44M | Buy |
60,144
+1,106
| +2% | +$26.5K | 0.5% | 55 |
|
|
2024
Q3 | $1.44M | Buy |
59,038
+10,392
| +21% | +$253K | 0.5% | 57 |
|
|
2024
Q2 | $1.15M | Sell |
48,646
-7,069
| -13% | -$168K | 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% | +$17.9K | 0.56% | 53 |
|
|
2023
Q3 | $1.29M | Buy |
55,771
+10,631
| +24% | +$246K | 0.56% | 53 |
|
|
2023
Q2 | $1.06M | Buy |
45,140
+1,394
| +3% | +$32.7K | 0.44% | 66 |
|
|
2023
Q1 | $1.04M | Buy |
43,746
+737
| +2% | +$17.6K | 0.45% | 69 |
|
|
2022
Q4 | $1.01M | Buy |
43,009
+3,974
| +10% | +$92.9K | 0.45% | 67 |
|
|
2022
Q3 | $898K | Buy |
39,035
+6,382
| +20% | +$147K | 0.39% | 71 |
|
|
2022
Q2 | $779K | Sell |
32,653
-13,399
| -29% | -$320K | 0.35% | 81 |
|
|
2022
Q1 | $1.15M | Buy |
+46,052
| New | +$1.15M | 0.45% | 72 |
|