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Cornell Pochily Investment Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Cornell Pochily Investment Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Sell
9,115
-155
-2% -$3.93K 0.06% 178
2026
Q1 		$235K Buy
9,270
+375
+4% +$9.59K 0.07% 162
2025
Q4 		$226K Hold
8,895
– – 0.07% 166
2025
Q3 		$227K Buy
8,895
+775
+10% +$19.7K 0.07% 168
2025
Q2 		$205K Buy
+8,120
New +$203K 0.07% 171

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Cornell Pochily Investment Advisors reduced its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 1.7% in Q2 2026, selling an estimated $3.93K and leaving 9,115 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #178.

Cornell Pochily Investment Advisors first reported a position in IBMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $235K in Q1 2026. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Cornell Pochily Investment Advisors held 9,115 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $231K as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 155 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $3.93K.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.06% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #178 holding.
  • Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Cornell Pochily Investment Advisors's iShares iBonds Dec 2029 Term Muni Bond ETF position peaked at $235K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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