Peloton Wealth Strategists’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.64M	Buy	184,250 +50,750	+38%	+$1.28M	1.72%	19
2026 Q1	$3.37M	Buy	133,500 +39,000	+41%	+$995K	1.36%	27
2025 Q4	$2.41M	Buy	94,500 +38,500	+69%	+$985K	0.94%	38
2025 Q3	$1.44M	Buy	56,000 +3,500	+7%	+$88.8K	0.56%	60
2025 Q2	$1.33M	Hold	52,500	–	–	0.53%	61
2025 Q1	$1.31M	Buy	52,500 +7,500	+17%	+$186K	0.55%	58
2024 Q4	$1.11M	Buy	45,000 +4,000	+10%	+$100K	0.45%	64
2024 Q3	$1.05M	Buy	41,000 +3,000	+8%	+$75.8K	0.42%	65
2024 Q2	$933K	Buy	38,000 +9,000	+31%	+$220K	0.38%	65
2024 Q1	$719K	Hold	29,000	–	–	0.29%	71
2023 Q4	$732K	Buy	+29,000	New	+$692K	0.32%	68

Other funds holding IBDX

ACA

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

CIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Peloton Wealth Strategists increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 38% in Q2 2026, buying an estimated $1.28M and bringing the position to 184,250 shares worth $4.64M. The position accounts for 1.72% of the portfolio, ranked #19.

Peloton Wealth Strategists first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Peloton Wealth Strategists held 184,250 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $4.64M as of Q2 2026.
Peloton Wealth Strategists bought 50,750 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $1.28M.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.72% of Peloton Wealth Strategists's portfolio in Q2 2026, its #19 holding.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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