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 Q3	$6.12M	Buy	254,250 +70,000	+38%	+$1.73M	2.24%	16
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Peloton Wealth Strategists's IBDX Position: Q3 2026 in Review

Peloton Wealth Strategists increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 38% in Q3 2026, buying an estimated $1.73M and bringing the position to 254,250 shares worth $6.12M. The position accounts for 2.24% of the portfolio, ranked #16.

Peloton Wealth Strategists first reported a position in IBDX in Q4 2023 and has held it in 12 quarters since. 155 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Peloton Wealth Strategists held 254,250 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $6.12M as of Q3 2026.
Peloton Wealth Strategists bought 70,000 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $1.73M.
iShares iBonds Dec 2032 Term Corporate ETF made up 2.24% of Peloton Wealth Strategists's portfolio in Q3 2026, its #16 holding.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
155 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Peloton Wealth Strategists's 13F filing for Q3 2026, filed 9 Nov 2026.