Cornell Pochily Investment Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Sell	9,055 -155	-2%	-$3.96K	0.06%	177
2026 Q1	$235K	Buy	9,210 +390	+4%	+$10K	0.07%	161
2025 Q4	$226K	Hold	8,820	–	–	0.07%	167
2025 Q3	$226K	Buy	8,820 +775	+10%	+$19.8K	0.07%	169
2025 Q2	$204K	Buy	+8,045	New	+$203K	0.07%	172
2024 Q1	–	Sell	-18,867	Closed	-$483K	–	175
2023 Q4	$483K	Hold	18,867	–	–	0.2%	109
2023 Q3	$461K	Buy	18,867 +70	+0.4%	+$1.75K	0.2%	113
2023 Q2	$473K	Buy	18,797 +65	+0.3%	+$1.64K	0.19%	116
2023 Q1	$480K	Buy	18,732 +46	+0.2%	+$1.17K	0.21%	118
2022 Q4	$469K	Buy	18,686 +814	+5%	+$20.1K	0.21%	115
2022 Q3	$432K	Buy	17,872 +43	+0.2%	+$1.08K	0.19%	117
2022 Q2	$446K	Buy	+17,829	New	+$444K	0.2%	117

Other funds holding IBMQ

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

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

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

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

Cornell Pochily Investment Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 1.7% in Q2 2026, selling an estimated $3.96K and leaving 9,055 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #177.

Cornell Pochily Investment Advisors first reported a position in IBMQ in Q2 2022 and has held it in 12 quarters since. The position peaked at $483K in Q4 2023. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Cornell Pochily Investment Advisors held 9,055 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $232K as of Q2 2026.
Cornell Pochily Investment Advisors sold 155 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $3.96K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.06% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #177 holding.
Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2022 and has held it in 12 quarters since.
Cornell Pochily Investment Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $483K in Q4 2023.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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