Cornell Pochily Investment Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.62M	Sell	103,611 -76,203	-42%	-$1.92M	0.7%	36
2026 Q1	$4.55M	Buy	179,814 +31,096	+21%	+$791K	1.34%	21
2025 Q4	$3.79M	Buy	148,718 +29,048	+24%	+$740K	1.1%	27
2025 Q3	$3.05M	Buy	119,670 +21,801	+22%	+$554K	0.91%	28
2025 Q2	$2.49M	Buy	97,869 +26,788	+38%	+$675K	0.81%	33
2025 Q1	$1.8M	Buy	71,081 +16,937	+31%	+$424K	0.63%	47
2024 Q4	$1.35M	Buy	54,144 +724	+1%	+$18.2K	0.47%	60
2024 Q3	$1.36M	Buy	53,420 +9,943	+23%	+$251K	0.47%	60
2024 Q2	$1.08M	Sell	43,477 -7,423	-15%	-$183K	0.41%	66
2024 Q1	$1.27M	Sell	50,900 -764	-1%	-$19K	0.5%	57
2023 Q4	$1.3M	Buy	51,664 +484	+0.9%	+$11.8K	0.54%	55
2023 Q3	$1.23M	Buy	51,180 +10,767	+27%	+$262K	0.54%	54
2023 Q2	$990K	Sell	40,413 -366	-0.9%	-$9.06K	0.41%	70
2023 Q1	$1.02M	Buy	40,779 +718	+2%	+$17.7K	0.44%	70
2022 Q4	$973K	Buy	40,061 +3,225	+9%	+$77.7K	0.43%	71
2022 Q3	$876K	Buy	36,836 +5,850	+19%	+$146K	0.38%	74
2022 Q2	$773K	Sell	30,986 -12,558	-29%	-$318K	0.34%	82
2022 Q1	$1.15M	Buy	+43,544	New	+$1.18M	0.45%	73

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

Cornell Pochily Investment Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 42% in Q2 2026, selling an estimated $1.92M and leaving 103,611 shares worth $2.62M. The position accounts for 0.7% of the portfolio, ranked #36.

Cornell Pochily Investment Advisors first reported a position in IBDT in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.55M in Q1 2026. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Cornell Pochily Investment Advisors held 103,611 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.62M as of Q2 2026.
Cornell Pochily Investment Advisors sold 76,203 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.92M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.7% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #36 holding.
Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2022 and has held it in 18 quarters since.
Cornell Pochily Investment Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $4.55M in Q1 2026.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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