Peloton Wealth Strategists’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.97M | Buy |
341,400
+2,400
| +0.7% | +$56K | 3.2% | 6 |
|
|
2025
Q1 | $7.84M | Buy |
339,000
+32,600
| +11% | +$754K | 3.28% | 4 |
|
|
2024
Q4 | $6.99M | Buy |
306,400
+33,505
| +12% | +$764K | 2.82% | 10 |
|
|
2024
Q3 | $6.42M | Buy |
272,895
+7,895
| +3% | +$186K | 2.55% | 12 |
|
|
2024
Q2 | $6.01M | Buy |
265,000
+9,500
| +4% | +$215K | 2.47% | 12 |
|
|
2024
Q1 | $5.83M | Buy |
255,500
+24,300
| +11% | +$555K | 2.37% | 12 |
|
|
2023
Q4 | $5.33M | Buy |
231,200
+18,800
| +9% | +$434K | 2.31% | 14 |
|
|
2023
Q3 | $4.65M | Buy |
212,400
+35,300
| +20% | +$773K | 2.15% | 14 |
|
|
2023
Q2 | $3.98M | Buy |
177,100
+27,500
| +18% | +$617K | 1.76% | 22 |
|
|
2023
Q1 | $3.42M | Buy |
149,600
+24,900
| +20% | +$570K | 1.56% | 26 |
|
|
2022
Q4 | $2.77M | Buy |
124,700
+46,000
| +58% | +$1.02M | 1.33% | 32 |
|
|
2022
Q3 | $1.72M | Buy |
78,700
+17,700
| +29% | +$386K | 0.89% | 45 |
|
|
2022
Q2 | $1.39M | Buy |
61,000
+8,000
| +15% | +$183K | 0.68% | 51 |
|
|
2022
Q1 | $1.3M | Buy |
53,000
+8,500
| +19% | +$208K | 0.54% | 61 |
|
|
2021
Q4 | $1.17M | Buy |
44,500
+2,000
| +5% | +$52.6K | 0.47% | 60 |
|
|
2021
Q3 | $1.13M | Hold |
42,500
| – | – | 0.46% | 62 |
|
|
2021
Q2 | $1.14M | Buy |
42,500
+22,000
| +107% | +$590K | 0.47% | 60 |
|
|
2021
Q1 | $536K | Buy |
+20,500
| New | +$536K | 0.25% | 64 |
|