CPIA
IBMM
Cornell Pochily Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$1.09K | 0.21% | 113 |
|
|
2022
Q4 | $478K | Buy |
18,559
+796
| +4% | +$20.5K | 0.21% | 111 |
|
|
2022
Q3 | $453K | Buy |
17,763
+41
| +0.2% | +$1.05K | 0.2% | 110 |
|
|
2022
Q2 | $461K | Buy |
+17,722
| New | +$461K | 0.21% | 112 |
|