Peloton Wealth Strategists’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Hold |
199,350
| – | – | 1.68% | 18 |
|
|
2025
Q1 | $4.14M | Buy |
199,350
+29,350
| +17% | +$609K | 1.73% | 16 |
|
|
2024
Q4 | $3.46M | Buy |
170,000
+22,300
| +15% | +$454K | 1.4% | 25 |
|
|
2024
Q3 | $3.13M | Buy |
147,700
+27,700
| +23% | +$588K | 1.25% | 33 |
|
|
2024
Q2 | $2.44M | Buy |
120,000
+11,500
| +11% | +$233K | 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% | +$1.4M | 0.92% | 42 |
|
|
2023
Q3 | $678K | Buy |
35,000
+18,800
| +116% | +$364K | 0.31% | 70 |
|
|
2023
Q2 | $328K | Buy |
+16,200
| New | +$328K | 0.15% | 80 |
|