Peloton Wealth Strategists’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-102,854	Closed	-$2.4M	–	98
2024 Q3	$2.4M	Sell	102,854 -2,475	-2%	-$57.4K	0.95%	42
2024 Q2	$2.45M	Sell	105,329 -500	-0.5%	-$11.6K	1.01%	40
2024 Q1	$2.47M	Buy	105,829 +2,079	+2%	+$48.4K	1%	40
2023 Q4	$2.41M	Buy	103,750 +16,890	+19%	+$391K	1.04%	40
2023 Q3	$2.02M	Buy	86,860 +19,725	+29%	+$456K	0.93%	42
2023 Q2	$1.55M	Buy	67,135 +5,625	+9%	+$129K	0.69%	55
2023 Q1	$1.42M	Buy	61,510 +33,500	+120%	+$771K	0.65%	54
2022 Q4	$636K	Buy	+28,010	New	+$634K	0.31%	68

Other funds holding IBHD

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Peloton Wealth Strategists's IBHD Position: Q4 2024 in Review

Peloton Wealth Strategists sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 102,854 shares — an estimated $2.4M sold.

Peloton Wealth Strategists first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $2.47M in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Peloton Wealth Strategists reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Peloton Wealth Strategists sold 102,854 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $2.4M.
Peloton Wealth Strategists first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
Peloton Wealth Strategists's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $2.47M in Q1 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Peloton Wealth Strategists's 13F filing for Q4 2024, filed 5 Feb 2025.