Cornell Pochily Investment Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+7,935
| New | +$203K | 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% | +$1.49K | 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% | +$1.02K | 0.21% | 116 |
|
|
2022
Q4 | $473K | Buy |
18,751
+800
| +4% | +$20.2K | 0.21% | 113 |
|
|
2022
Q3 | $442K | Buy |
17,951
+33
| +0.2% | +$813 | 0.19% | 114 |
|
|
2022
Q2 | $454K | Buy |
+17,918
| New | +$454K | 0.2% | 115 |
|