Cornell Pochily Investment Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-18,174	Closed	-$482K	–	172
2023 Q4	$482K	Sell	18,174 -1	-0%	-$26	0.2%	111
2023 Q3	$474K	Buy	18,175 +60	+0.3%	+$1.58K	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%	+$1.03K	0.21%	114
2022 Q4	$475K	Buy	18,021 +767	+4%	+$20.1K	0.21%	112
2022 Q3	$447K	Buy	17,254 +36	+0.2%	+$956	0.2%	112
2022 Q2	$459K	Buy	+17,218	New	+$455K	0.2%	113

Other funds holding IBMN

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

KCM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Cornell Pochily Investment Advisors sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q1 2024, closing a stake of 18,174 shares — an estimated $482K sold.

Cornell Pochily Investment Advisors first reported a position in IBMN in Q2 2022 and held it in 7 quarters. The position peaked at $482K in Q4 2023. 151 funds tracked by Wall St. Rank hold IBMN as of Q1 2024.

Cornell Pochily Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 18,174 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q1 2024, an estimated $482K.
Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q2 2022 and held it in 7 quarters.
Cornell Pochily Investment Advisors's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $482K in Q4 2023.
151 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q1 2024.

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