CPIA
Cornell Pochily Investment Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,174
| Closed | -$482K | – | 172 |
|
|
2023
Q4 | $482K | Sell |
18,174
-1
| -0% | -$27 | 0.2% | 111 |
|
|
2023
Q3 | $474K | Buy |
18,175
+60
| +0.3% | +$1.57K | 0.21% | 109 |
|
|
2023
Q2 | $477K | Buy |
18,115
+55
| +0.3% | +$1.45K | 0.2% | 113 |
|
|
2023
Q1 | $481K | Buy |
18,060
+39
| +0.2% | +$1.04K | 0.21% | 114 |
|
|
2022
Q4 | $475K | Buy |
18,021
+767
| +4% | +$20.2K | 0.21% | 112 |
|
|
2022
Q3 | $447K | Buy |
17,254
+36
| +0.2% | +$933 | 0.2% | 112 |
|
|
2022
Q2 | $459K | Buy |
+17,218
| New | +$459K | 0.2% | 113 |
|