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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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