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Peloton Wealth Strategists’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Peloton Wealth Strategists’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
411,188
+12,000
+3% +$303K 3.84% 2
2026
Q1 		$10.1M Buy
399,188
+8,628
+2% +$219K 4.09% 2
2025
Q4 		$9.94M Buy
390,560
+25,600
+7% +$652K 3.85% 2
2025
Q3 		$9.31M Buy
364,960
+1,866
+0.5% +$47.4K 3.66% 2
2025
Q2 		$9.23M Buy
363,094
+400
+0.1% +$10.1K 3.7% 1
2025
Q1 		$9.16M Buy
362,694
+43,520
+14% +$1.09M 3.83% 1
2024
Q4 		$7.95M Buy
319,174
+27,199
+9% +$683K 3.21% 6
2024
Q3 		$7.45M Buy
291,975
+22,475
+8% +$567K 2.96% 6
2024
Q2 		$6.68M Buy
269,500
+11,500
+4% +$284K 2.75% 9
2024
Q1 		$6.42M Buy
258,000
+14,350
+6% +$357K 2.61% 10
2023
Q4 		$6.11M Buy
243,650
+17,225
+8% +$418K 2.65% 9
2023
Q3 		$5.44M Buy
226,425
+21,500
+10% +$523K 2.51% 11
2023
Q2 		$5.02M Buy
204,925
+15,500
+8% +$384K 2.22% 14
2023
Q1 		$4.72M Buy
189,425
+24,425
+15% +$603K 2.16% 17
2022
Q4 		$4.01M Buy
165,000
+11,000
+7% +$265K 1.93% 17
2022
Q3 		$3.66M Sell
154,000
-7,000
-4% -$175K 1.91% 19
2022
Q2 		$4.02M Sell
161,000
-2,000
-1% -$50.7K 1.96% 19
2022
Q1 		$4.29M Buy
163,000
+8,500
+6% +$231K 1.79% 21
2021
Q4 		$4.37M Hold
154,500
– – 1.75% 20
2021
Q3 		$4.43M Buy
154,500
+20,000
+15% +$580K 1.81% 22
2021
Q2 		$3.89M Buy
134,500
+52,000
+63% +$1.49M 1.6% 25
2021
Q1 		$2.34M Buy
82,500
+21,500
+35% +$621K 1.1% 39
2020
Q4 		$1.8M Buy
61,000
+13,000
+27% +$380K 0.89% 43
2020
Q3 		$1.4M Buy
48,000
+22,000
+85% +$644K 0.78% 47
2020
Q2 		$750K Buy
26,000
+10,000
+63% +$278K 0.47% 54
2020
Q1 		$420K Buy
+16,000
New +$442K 0.34% 62
2019
Q4 		– Sell
-12,000
Closed -$333K – 78
2019
Q3 		$333K Buy
+12,000
New +$330K 0.21% 64

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Peloton Wealth Strategists increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3% in Q2 2026, buying an estimated $303K and bringing the position to 411,188 shares worth $10.4M. The position accounts for 3.84% of the portfolio, ranked #2.

Peloton Wealth Strategists first reported a position in IBDT in Q3 2019 and has held it in 27 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Peloton Wealth Strategists held 411,188 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $10.4M as of Q2 2026.
  • Peloton Wealth Strategists bought 12,000 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $303K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 3.84% of Peloton Wealth Strategists's portfolio in Q2 2026, its #2 holding.
  • Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2019 and has held it in 27 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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