Cornell Pochily Investment Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,715	Closed	-$223K	–	183
2025 Q4	$223K	Hold	8,715	–	–	0.06%	170
2025 Q3	$224K	Buy	8,715 +780	+10%	+$20K	0.07%	172
2025 Q2	$203K	Buy	+7,935	New	+$202K	0.07%	174
2024 Q1	–	Sell	-18,906	Closed	-$482K	–	173
2023 Q4	$482K	Hold	18,906	–	–	0.2%	112
2023 Q3	$469K	Buy	18,906 +60	+0.3%	+$1.5K	0.2%	110
2023 Q2	$475K	Buy	18,846 +55	+0.3%	+$1.39K	0.2%	114
2023 Q1	$480K	Buy	18,791 +40	+0.2%	+$1.01K	0.21%	116
2022 Q4	$473K	Buy	18,751 +800	+4%	+$19.9K	0.21%	113
2022 Q3	$442K	Buy	17,951 +33	+0.2%	+$837	0.19%	114
2022 Q2	$454K	Buy	+17,918	New	+$451K	0.2%	115

Other funds holding IBMO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornell Pochily Investment Advisors's IBMO Position: Q1 2026 in Review

Cornell Pochily Investment Advisors sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q1 2026, closing a stake of 8,715 shares — an estimated $223K sold.

Cornell Pochily Investment Advisors first reported a position in IBMO in Q2 2022 and held it in 10 quarters. The position peaked at $482K in Q4 2023. 193 funds tracked by Wall St. Rank hold IBMO as of Q1 2026.

Cornell Pochily Investment Advisors reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 8,715 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q1 2026, an estimated $223K.
Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2022 and held it in 10 quarters.
Cornell Pochily Investment Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $482K in Q4 2023.
193 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q1 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.