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Peloton Wealth Strategists’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Peloton Wealth Strategists’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.17M Sell
296,140
-3,000
-1% -$72.6K 2.65% 9
2026
Q1 		$7.25M Sell
299,140
-2,685
-0.9% -$65.1K 2.93% 8
2025
Q4 		$7.31M Sell
301,825
-2,295
-0.8% -$55.6K 2.83% 9
2025
Q3 		$7.39M Buy
304,120
+3,800
+1% +$92K 2.91% 9
2025
Q2 		$7.28M Buy
300,320
+2,500
+0.8% +$60.4K 2.92% 8
2025
Q1 		$7.21M Buy
297,820
+17,835
+6% +$430K 3.01% 7
2024
Q4 		$6.74M Buy
279,985
+14,500
+5% +$350K 2.72% 11
2024
Q3 		$6.45M Sell
265,485
-1,050
-0.4% -$25.3K 2.56% 11
2024
Q2 		$6.35M Buy
266,535
+1,500
+0.6% +$35.6K 2.61% 10
2024
Q1 		$6.32M Buy
265,035
+13,230
+5% +$315K 2.57% 11
2023
Q4 		$6.02M Buy
251,805
+5,015
+2% +$118K 2.61% 10
2023
Q3 		$5.76M Buy
246,790
+12,545
+5% +$294K 2.66% 7
2023
Q2 		$5.5M Buy
234,245
+6,620
+3% +$156K 2.43% 11
2023
Q1 		$5.4M Buy
227,625
+13,075
+6% +$308K 2.47% 11
2022
Q4 		$5.01M Sell
214,550
-1,000
-0.5% -$23.2K 2.41% 13
2022
Q3 		$4.98M Buy
215,550
+1,850
+0.9% +$44.1K 2.59% 10
2022
Q2 		$5.08M Sell
213,700
-12,000
-5% -$288K 2.48% 11
2022
Q1 		$5.56M Buy
225,700
+19,500
+9% +$493K 2.32% 11
2021
Q4 		$5.38M Buy
206,200
+3,000
+1% +$78.5K 2.16% 16
2021
Q3 		$5.38M Buy
203,200
+18,000
+10% +$479K 2.2% 14
2021
Q2 		$4.93M Buy
185,200
+35,500
+24% +$942K 2.03% 17
2021
Q1 		$3.95M Buy
149,700
+43,500
+41% +$1.16M 1.85% 22
2020
Q4 		$2.88M Buy
106,200
+37,700
+55% +$1.01M 1.43% 32
2020
Q3 		$1.84M Buy
68,500
+22,000
+47% +$591K 1.03% 38
2020
Q2 		$1.24M Buy
46,500
+11,000
+31% +$284K 0.78% 49
2020
Q1 		$872K Buy
35,500
+1,500
+4% +$38.1K 0.71% 52
2019
Q4 		$869K Sell
34,000
-29,700
-47% -$755K 0.53% 57
2019
Q3 		$1.62M Buy
63,700
+49,700
+355% +$1.26M 1.03% 38
2019
Q2 		$351K Sell
14,000
-4,700
-25% -$115K 0.24% 58
2019
Q1 		$466K Buy
+18,700
New +$442K 0.32% 56

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Peloton Wealth Strategists's IBDR Position: Q2 2026 in Review

Peloton Wealth Strategists reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1% in Q2 2026, selling an estimated $72.6K and leaving 296,140 shares worth $7.17M. The position accounts for 2.65% of the portfolio, ranked #9.

Peloton Wealth Strategists first reported a position in IBDR in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.39M in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Peloton Wealth Strategists held 296,140 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $7.17M as of Q2 2026.
  • Peloton Wealth Strategists sold 3,000 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $72.6K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 2.65% of Peloton Wealth Strategists's portfolio in Q2 2026, its #9 holding.
  • Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 30 quarters since.
  • Peloton Wealth Strategists's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $7.39M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.