Cornell Pochily Investment Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
97,869
+26,788
| +38% | +$681K | 0.81% | 33 |
|
|
2025
Q1 | $1.8M | Buy |
71,081
+16,937
| +31% | +$428K | 0.63% | 47 |
|
|
2024
Q4 | $1.35M | Buy |
54,144
+724
| +1% | +$18K | 0.47% | 60 |
|
|
2024
Q3 | $1.36M | Buy |
53,420
+9,943
| +23% | +$254K | 0.47% | 60 |
|
|
2024
Q2 | $1.08M | Sell |
43,477
-7,423
| -15% | -$184K | 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% | +$12.1K | 0.54% | 55 |
|
|
2023
Q3 | $1.23M | Buy |
51,180
+10,767
| +27% | +$259K | 0.54% | 54 |
|
|
2023
Q2 | $990K | Sell |
40,413
-366
| -0.9% | -$8.97K | 0.41% | 70 |
|
|
2023
Q1 | $1.02M | Buy |
40,779
+718
| +2% | +$17.9K | 0.44% | 70 |
|
|
2022
Q4 | $973K | Buy |
40,061
+3,225
| +9% | +$78.3K | 0.43% | 71 |
|
|
2022
Q3 | $876K | Buy |
36,836
+5,850
| +19% | +$139K | 0.38% | 74 |
|
|
2022
Q2 | $773K | Sell |
30,986
-12,558
| -29% | -$313K | 0.34% | 82 |
|
|
2022
Q1 | $1.15M | Buy |
+43,544
| New | +$1.15M | 0.45% | 73 |
|