Peloton Wealth Strategists’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Peloton Wealth Strategists’s Portfolio IBDK Stock Details IBDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-27,400	Closed	-$681K	–	81
2019 Q3	$681K	Buy	27,400 +9,000	+49%	+$224K	0.44%	58
2019 Q2	$458K	Sell	18,400 -3,300	-15%	-$82K	0.31%	56
2019 Q1	$539K	Buy	+21,700	New	+$539K	0.37%	53

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Peloton Wealth Strategists's IBDK Position: Q4 2019 in Review

Peloton Wealth Strategists sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 27,400 shares — an estimated $681K sold.

Peloton Wealth Strategists first reported a position in IBDK in Q1 2019 and held it in 3 quarters. The position peaked at $681K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Peloton Wealth Strategists reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Peloton Wealth Strategists sold 27,400 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $681K.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2019 and held it in 3 quarters.
Peloton Wealth Strategists's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $681K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Peloton Wealth Strategists's 13F filing for Q4 2019, filed 14 Feb 2020.