Cornell Pochily Investment Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Sell	9,070 -160	-2%	-$4.06K	0.06%	180
2026 Q1	$235K	Buy	9,230 +405	+5%	+$10.3K	0.07%	165
2025 Q4	$224K	Hold	8,825	–	–	0.06%	169
2025 Q3	$225K	Buy	8,825 +785	+10%	+$20K	0.07%	170
2025 Q2	$204K	Buy	+8,040	New	+$203K	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%	+$1.87K	0.2%	111
2023 Q2	$474K	Buy	18,908 +73	+0.4%	+$1.84K	0.19%	115
2023 Q1	$480K	Buy	18,835 +50	+0.3%	+$1.26K	0.21%	117
2022 Q4	$471K	Buy	18,785 +763	+4%	+$18.9K	0.21%	114
2022 Q3	$440K	Buy	18,022 +49	+0.3%	+$1.24K	0.19%	115
2022 Q2	$452K	Buy	+17,973	New	+$450K	0.2%	116

Other funds holding IBMP

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Cornell Pochily Investment Advisors's IBMP Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 1.7% in Q2 2026, selling an estimated $4.06K and leaving 9,070 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #180.

Cornell Pochily Investment Advisors first reported a position in IBMP in Q2 2022 and has held it in 12 quarters since. The position peaked at $482K in Q4 2023. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Cornell Pochily Investment Advisors held 9,070 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $231K as of Q2 2026.
Cornell Pochily Investment Advisors sold 160 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $4.06K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.06% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #180 holding.
Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2022 and has held it in 12 quarters since.
Cornell Pochily Investment Advisors's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $482K in Q4 2023.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.