Peloton Wealth Strategists’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-123,700	Closed	-$3.06M	–	94
2021 Q3	$3.06M	Hold	123,700	–	–	1.25%	34
2021 Q2	$3.06M	Buy	123,700 +3,000	+2%	+$74.4K	1.26%	35
2021 Q1	$3M	Buy	120,700 +1,000	+0.8%	+$24.9K	1.41%	29
2020 Q4	$2.98M	Buy	119,700 +14,200	+13%	+$355K	1.48%	30
2020 Q3	$2.64M	Buy	105,500 +16,000	+18%	+$401K	1.48%	30
2020 Q2	$2.25M	Buy	89,500 +10,000	+13%	+$250K	1.42%	33
2020 Q1	$1.96M	Buy	79,500 +23,000	+41%	+$571K	1.6%	28
2019 Q4	$1.41M	Buy	56,500 +9,500	+20%	+$237K	0.86%	47
2019 Q3	$1.18M	Buy	47,000 +18,500	+65%	+$461K	0.75%	52
2019 Q2	$711K	Buy	28,500 +14,800	+108%	+$366K	0.48%	50
2019 Q1	$339K	Buy	+13,700	New	+$336K	0.23%	58

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Peloton Wealth Strategists's IBDM Position: Q4 2021 in Review

Peloton Wealth Strategists sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 123,700 shares — an estimated $3.06M sold.

Peloton Wealth Strategists first reported a position in IBDM in Q1 2019 and held it in 11 quarters. The position peaked at $3.06M in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Peloton Wealth Strategists reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Peloton Wealth Strategists sold 123,700 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $3.06M.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2019 and held it in 11 quarters.
Peloton Wealth Strategists's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $3.06M in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Peloton Wealth Strategists's 13F filing for Q4 2021, filed 10 Feb 2022.