PWS
IBDL

Peloton Wealth Strategists’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Peloton Wealth Strategists’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-54,400
Closed -$1.37M – 83
2020
Q3 		$1.37M Sell
54,400
-1,200
-2% -$30.3K 0.77% 48
2020
Q2 		$1.41M Buy
55,600
+10,700
+24% +$270K 0.89% 45
2020
Q1 		$1.13M Sell
44,900
-15,600
-26% -$393K 0.92% 47
2019
Q4 		$1.53M Buy
60,500
+4,700
+8% +$119K 0.93% 43
2019
Q3 		$1.42M Buy
55,800
+28,100
+101% +$712K 0.91% 46
2019
Q2 		$702K Buy
27,700
+8,000
+41% +$202K 0.47% 51
2019
Q1 		$497K Buy
+19,700
New +$495K 0.34% 54

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Peloton Wealth Strategists's IBDL Position: Q4 2020 in Review

Peloton Wealth Strategists sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 54,400 shares — an estimated $1.37M sold.

Peloton Wealth Strategists first reported a position in IBDL in Q1 2019 and held it in 7 quarters. The position peaked at $1.53M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Peloton Wealth Strategists reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Peloton Wealth Strategists sold 54,400 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1.37M.
  • Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 7 quarters.
  • Peloton Wealth Strategists's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.53M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Peloton Wealth Strategists's 13F filing for Q4 2020, filed 17 Feb 2021.