Peloton Wealth Strategists’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.43M	Buy	307,350 +61,000	+25%	+$1.29M	2.6%	9
2025 Q4	$5.21M	Buy	246,350 +45,000	+22%	+$954K	2.02%	15
2025 Q3	$4.27M	Buy	201,350 +2,000	+1%	+$42.1K	1.68%	21
2025 Q2	$4.19M	Hold	199,350	–	–	1.68%	18
2025 Q1	$4.14M	Buy	199,350 +29,350	+17%	+$602K	1.73%	16
2024 Q4	$3.46M	Buy	170,000 +22,300	+15%	+$461K	1.4%	25
2024 Q3	$3.13M	Buy	147,700 +27,700	+23%	+$577K	1.25%	33
2024 Q2	$2.44M	Buy	120,000 +11,500	+11%	+$232K	1%	41
2024 Q1	$2.22M	Buy	108,500 +6,000	+6%	+$123K	0.9%	43
2023 Q4	$2.13M	Buy	102,500 +67,500	+193%	+$1.33M	0.92%	42
2023 Q3	$678K	Buy	35,000 +18,800	+116%	+$374K	0.31%	70
2023 Q2	$328K	Buy	+16,200	New	+$331K	0.15%	80

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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

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

Peloton Wealth Strategists increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 25% in Q1 2026, buying an estimated $1.29M and bringing the position to 307,350 shares worth $6.43M. The position accounts for 2.6% of the portfolio, ranked #9.

Peloton Wealth Strategists first reported a position in IBDW in Q2 2023 and has held it in 12 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Peloton Wealth Strategists held 307,350 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $6.43M as of Q1 2026.
Peloton Wealth Strategists bought 61,000 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $1.29M.
iShares iBonds Dec 2031 Term Corporate ETF made up 2.6% of Peloton Wealth Strategists's portfolio in Q1 2026, its #9 holding.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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