Cornell Pochily Investment Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.18M | Buy |
93,308
+26,906
| +41% | +$628K | 0.71% | 38 |
|
2025
Q1 | $1.54M | Buy |
66,402
+18,319
| +38% | +$424K | 0.54% | 57 |
|
2024
Q4 | $1.1M | Buy |
48,083
+1,054
| +2% | +$24K | 0.38% | 68 |
|
2024
Q3 | $1.11M | Buy |
47,029
+3,211
| +7% | +$75.5K | 0.38% | 71 |
|
2024
Q2 | $993K | Buy |
43,818
+2,236
| +5% | +$50.7K | 0.38% | 70 |
|
2024
Q1 | $949K | Sell |
41,582
-657
| -2% | -$15K | 0.38% | 73 |
|
2023
Q4 | $974K | Buy |
42,239
+1,090
| +3% | +$25.1K | 0.4% | 70 |
|
2023
Q3 | $901K | Buy |
+41,149
| New | +$901K | 0.39% | 73 |
|