Cornell Pochily Investment Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.54M	Sell	109,627 -75,997	-41%	-$1.76M	0.68%	37
2026 Q1	$4.32M	Buy	185,624 +39,746	+27%	+$930K	1.27%	24
2025 Q4	$3.41M	Buy	145,878 +30,122	+26%	+$706K	0.99%	28
2025 Q3	$2.72M	Buy	115,756 +22,448	+24%	+$524K	0.81%	32
2025 Q2	$2.18M	Buy	93,308 +26,906	+41%	+$621K	0.71%	38
2025 Q1	$1.54M	Buy	66,402 +18,319	+38%	+$420K	0.54%	57
2024 Q4	$1.1M	Buy	48,083 +1,054	+2%	+$24.3K	0.38%	68
2024 Q3	$1.11M	Buy	47,029 +3,211	+7%	+$74.4K	0.38%	71
2024 Q2	$993K	Buy	43,818 +2,236	+5%	+$50.4K	0.38%	70
2024 Q1	$949K	Sell	41,582 -657	-2%	-$15K	0.38%	73
2023 Q4	$974K	Buy	42,239 +1,090	+3%	+$24.2K	0.4%	70
2023 Q3	$901K	Buy	+41,149	New	+$915K	0.39%	73

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Cornell Pochily Investment Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 41% in Q2 2026, selling an estimated $1.76M and leaving 109,627 shares worth $2.54M. The position accounts for 0.68% of the portfolio, ranked #37.

Cornell Pochily Investment Advisors first reported a position in IBDU in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.32M in Q1 2026. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Cornell Pochily Investment Advisors held 109,627 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.54M as of Q2 2026.
Cornell Pochily Investment Advisors sold 75,997 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.76M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.68% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #37 holding.
Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
Cornell Pochily Investment Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $4.32M in Q1 2026.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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