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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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