Cornell Pochily Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,722	Closed	-$485K	–	176
2023 Q4	$485K	Sell	18,722 -1	-0%	-$26	0.2%	108
2023 Q3	$481K	Buy	18,723 +63	+0.3%	+$1.62K	0.21%	107
2023 Q2	$481K	Buy	18,660 +59	+0.3%	+$1.52K	0.2%	111
2023 Q1	$481K	Buy	18,601 +42	+0.2%	+$1.08K	0.21%	113
2022 Q4	$478K	Buy	18,559 +796	+4%	+$20.4K	0.21%	111
2022 Q3	$453K	Buy	17,763 +41	+0.2%	+$1.06K	0.2%	110
2022 Q2	$461K	Buy	+17,722	New	+$458K	0.21%	112

Other funds holding IBMM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornell Pochily Investment Advisors's IBMM Position: Q1 2024 in Review

Cornell Pochily Investment Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2024, closing a stake of 18,722 shares — an estimated $485K sold.

Cornell Pochily Investment Advisors first reported a position in IBMM in Q2 2022 and held it in 7 quarters. The position peaked at $485K in Q4 2023. 161 funds tracked by Wall St. Rank hold IBMM as of Q1 2024.

Cornell Pochily Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 18,722 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2024, an estimated $485K.
Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 7 quarters.
Cornell Pochily Investment Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $485K in Q4 2023.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2024.

Based on Cornell Pochily Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.