Peloton Wealth Strategists’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.38M	Buy	405,145 +11,500	+3%	+$267K	3.47%	3
2026 Q1	$9.16M	Buy	393,645 +18,050	+5%	+$422K	3.7%	3
2025 Q4	$8.79M	Buy	375,595 +33,445	+10%	+$784K	3.41%	4
2025 Q3	$8.03M	Buy	342,150 +750	+0.2%	+$17.5K	3.16%	7
2025 Q2	$7.96M	Buy	341,400 +2,400	+0.7%	+$55.4K	3.2%	6
2025 Q1	$7.84M	Buy	339,000 +32,600	+11%	+$748K	3.28%	4
2024 Q4	$6.99M	Buy	306,400 +33,505	+12%	+$772K	2.82%	10
2024 Q3	$6.42M	Buy	272,895 +7,895	+3%	+$183K	2.55%	12
2024 Q2	$6.01M	Buy	265,000 +9,500	+4%	+$214K	2.47%	12
2024 Q1	$5.83M	Buy	255,500 +24,300	+11%	+$554K	2.37%	12
2023 Q4	$5.33M	Buy	231,200 +18,800	+9%	+$417K	2.31%	14
2023 Q3	$4.65M	Buy	212,400 +35,300	+20%	+$785K	2.15%	14
2023 Q2	$3.98M	Buy	177,100 +27,500	+18%	+$623K	1.76%	22
2023 Q1	$3.42M	Buy	149,600 +24,900	+20%	+$563K	1.56%	26
2022 Q4	$2.77M	Buy	124,700 +46,000	+58%	+$1.01M	1.33%	32
2022 Q3	$1.72M	Buy	78,700 +17,700	+29%	+$406K	0.89%	45
2022 Q2	$1.39M	Buy	61,000 +8,000	+15%	+$186K	0.68%	51
2022 Q1	$1.3M	Buy	53,000 +8,500	+19%	+$214K	0.54%	61
2021 Q4	$1.17M	Buy	44,500 +2,000	+5%	+$52.8K	0.47%	60
2021 Q3	$1.13M	Hold	42,500	–	–	0.46%	62
2021 Q2	$1.14M	Buy	42,500 +22,000	+107%	+$582K	0.47%	60
2021 Q1	$536K	Buy	+20,500	New	+$548K	0.25%	64

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Peloton Wealth Strategists increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.9% in Q2 2026, buying an estimated $267K and bringing the position to 405,145 shares worth $9.38M. The position accounts for 3.47% of the portfolio, ranked #3.

Peloton Wealth Strategists first reported a position in IBDU in Q1 2021 and has held it in 22 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Peloton Wealth Strategists held 405,145 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $9.38M as of Q2 2026.
Peloton Wealth Strategists bought 11,500 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $267K.
iShares iBonds Dec 2029 Term Corporate ETF made up 3.47% of Peloton Wealth Strategists's portfolio in Q2 2026, its #3 holding.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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