CPIA
Cornell Pochily Investment Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+8,040
| New | +$204K | 0.07% | 173 |
|
|
2024
Q1 | – | Sell |
-18,983
| Closed | -$482K | – | 174 |
|
|
2023
Q4 | $482K | Hold |
18,983
| – | – | 0.2% | 110 |
|
|
2023
Q3 | $465K | Buy |
18,983
+75
| +0.4% | +$1.84K | 0.2% | 111 |
|
|
2023
Q2 | $474K | Buy |
18,908
+73
| +0.4% | +$1.83K | 0.19% | 115 |
|
|
2023
Q1 | $480K | Buy |
18,835
+50
| +0.3% | +$1.27K | 0.21% | 117 |
|
|
2022
Q4 | $471K | Buy |
18,785
+763
| +4% | +$19.1K | 0.21% | 114 |
|
|
2022
Q3 | $440K | Buy |
18,022
+49
| +0.3% | +$1.2K | 0.19% | 115 |
|
|
2022
Q2 | $452K | Buy |
+17,973
| New | +$452K | 0.2% | 116 |
|