CPIA
IBMS

Cornell Pochily Investment Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Cornell Pochily Investment Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Sell
8,940
-155
-2% -$4.01K 0.06% 179
2026
Q1 		$235K Buy
9,095
+345
+4% +$9.03K 0.07% 163
2025
Q4 		$228K Hold
8,750
– – 0.07% 164
2025
Q3 		$228K Buy
8,750
+750
+9% +$19.4K 0.07% 167
2025
Q2 		$205K Buy
+8,000
New +$203K 0.07% 170

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Cornell Pochily Investment Advisors reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 1.7% in Q2 2026, selling an estimated $4.01K and leaving 8,940 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #179.

Cornell Pochily Investment Advisors first reported a position in IBMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $235K in Q1 2026. 115 funds tracked by Wall St. Rank hold IBMS as of Q2 2026.

  • Cornell Pochily Investment Advisors held 8,940 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $231K as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 155 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q2 2026, an estimated $4.01K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.06% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • Cornell Pochily Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Cornell Pochily Investment Advisors's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $235K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q2 2026.

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