CPIA
Cornell Pochily Investment Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+8,045
| New | +$204K | 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% | +$1.71K | 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% | +$1.18K | 0.21% | 118 |
|
|
2022
Q4 | $469K | Buy |
18,686
+814
| +5% | +$20.4K | 0.21% | 115 |
|
|
2022
Q3 | $432K | Buy |
17,872
+43
| +0.2% | +$1.04K | 0.19% | 117 |
|
|
2022
Q2 | $446K | Buy |
+17,829
| New | +$446K | 0.2% | 117 |
|