Peloton Wealth Strategists’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Buy |
300,320
+2,500
| +0.8% | +$60.6K | 2.92% | 8 |
|
|
2025
Q1 | $7.21M | Buy |
297,820
+17,835
| +6% | +$432K | 3.01% | 7 |
|
|
2024
Q4 | $6.74M | Buy |
279,985
+14,500
| +5% | +$349K | 2.72% | 11 |
|
|
2024
Q3 | $6.45M | Sell |
265,485
-1,050
| -0.4% | -$25.5K | 2.56% | 11 |
|
|
2024
Q2 | $6.35M | Buy |
266,535
+1,500
| +0.6% | +$35.7K | 2.61% | 10 |
|
|
2024
Q1 | $6.32M | Buy |
265,035
+13,230
| +5% | +$316K | 2.57% | 11 |
|
|
2023
Q4 | $6.02M | Buy |
251,805
+5,015
| +2% | +$120K | 2.61% | 10 |
|
|
2023
Q3 | $5.76M | Buy |
246,790
+12,545
| +5% | +$293K | 2.66% | 7 |
|
|
2023
Q2 | $5.5M | Buy |
234,245
+6,620
| +3% | +$155K | 2.43% | 11 |
|
|
2023
Q1 | $5.4M | Buy |
227,625
+13,075
| +6% | +$310K | 2.47% | 11 |
|
|
2022
Q4 | $5.01M | Sell |
214,550
-1,000
| -0.5% | -$23.4K | 2.41% | 13 |
|
|
2022
Q3 | $4.98M | Buy |
215,550
+1,850
| +0.9% | +$42.7K | 2.59% | 10 |
|
|
2022
Q2 | $5.08M | Sell |
213,700
-12,000
| -5% | -$285K | 2.48% | 11 |
|
|
2022
Q1 | $5.56M | Buy |
225,700
+19,500
| +9% | +$481K | 2.32% | 11 |
|
|
2021
Q4 | $5.38M | Buy |
206,200
+3,000
| +1% | +$78.2K | 2.16% | 16 |
|
|
2021
Q3 | $5.39M | Buy |
203,200
+18,000
| +10% | +$477K | 2.2% | 14 |
|
|
2021
Q2 | $4.93M | Buy |
185,200
+35,500
| +24% | +$945K | 2.03% | 17 |
|
|
2021
Q1 | $3.95M | Buy |
149,700
+43,500
| +41% | +$1.15M | 1.85% | 22 |
|
|
2020
Q4 | $2.88M | Buy |
106,200
+37,700
| +55% | +$1.02M | 1.43% | 32 |
|
|
2020
Q3 | $1.84M | Buy |
68,500
+22,000
| +47% | +$590K | 1.03% | 38 |
|
|
2020
Q2 | $1.24M | Buy |
46,500
+11,000
| +31% | +$294K | 0.78% | 49 |
|
|
2020
Q1 | $872K | Buy |
35,500
+1,500
| +4% | +$36.8K | 0.71% | 52 |
|
|
2019
Q4 | $869K | Sell |
34,000
-29,700
| -47% | -$759K | 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% | -$118K | 0.24% | 58 |
|
|
2019
Q1 | $466K | Buy |
+18,700
| New | +$466K | 0.32% | 56 |
|