Peloton Wealth Strategists’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.2M	Buy	374,650 +14,800	+4%	+$326K	3.32%	5
2025 Q4	$7.94M	Buy	359,850 +63,600	+21%	+$1.41M	3.08%	7
2025 Q3	$6.56M	Buy	296,250 +7,250	+3%	+$160K	2.58%	11
2025 Q2	$6.35M	Buy	289,000 +15,500	+6%	+$336K	2.55%	13
2025 Q1	$5.94M	Buy	273,500 +36,400	+15%	+$782K	2.48%	14
2024 Q4	$5.06M	Buy	237,100 +43,200	+22%	+$934K	2.04%	16
2024 Q3	$4.3M	Buy	193,900 +9,700	+5%	+$212K	1.71%	19
2024 Q2	$3.92M	Buy	184,200 +8,700	+5%	+$184K	1.61%	24
2024 Q1	$3.76M	Buy	175,500 +15,500	+10%	+$331K	1.53%	26
2023 Q4	$3.46M	Buy	160,000 +17,000	+12%	+$351K	1.5%	25
2023 Q3	$2.91M	Buy	143,000 +39,300	+38%	+$819K	1.34%	30
2023 Q2	$2.2M	Buy	103,700 +28,700	+38%	+$611K	0.97%	43
2023 Q1	$1.61M	Buy	75,000 +34,000	+83%	+$723K	0.74%	49
2022 Q4	$853K	Buy	41,000 +7,500	+22%	+$155K	0.41%	64
2022 Q3	$679K	Buy	+33,500	New	+$720K	0.35%	65

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Peloton Wealth Strategists's IBDV Position: Q1 2026 in Review

Peloton Wealth Strategists increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 4.1% in Q1 2026, buying an estimated $326K and bringing the position to 374,650 shares worth $8.2M. The position accounts for 3.32% of the portfolio, ranked #5.

Peloton Wealth Strategists first reported a position in IBDV in Q3 2022 and has held it in 15 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

Peloton Wealth Strategists held 374,650 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $8.2M as of Q1 2026.
Peloton Wealth Strategists bought 14,800 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $326K.
iShares iBonds Dec 2030 Term Corporate ETF made up 3.32% of Peloton Wealth Strategists's portfolio in Q1 2026, its #5 holding.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2022 and has held it in 15 quarters since.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.