Peloton Wealth Strategists’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,000	Closed	-$205K	–	95
2021 Q3	$205K	Hold	8,000	–	–	0.08%	87
2021 Q2	$205K	Sell	8,000 -4,000	-33%	-$103K	0.08%	84
2021 Q1	$309K	Hold	12,000	–	–	0.15%	76
2020 Q4	$309K	Hold	12,000	–	–	0.15%	75
2020 Q3	$311K	Buy	12,000 +3,000	+33%	+$77.7K	0.17%	71
2020 Q2	$233K	Hold	9,000	–	–	0.15%	71
2020 Q1	$230K	Sell	9,000 -1,000	-10%	-$25.8K	0.19%	68
2019 Q4	$258K	Buy	+10,000	New	+$258K	0.16%	67

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Peloton Wealth Strategists's IBMJ Position: Q4 2021 in Review

Peloton Wealth Strategists sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 8,000 shares — an estimated $205K sold.

Peloton Wealth Strategists first reported a position in IBMJ in Q4 2019 and held it in 8 quarters. The position peaked at $311K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Peloton Wealth Strategists reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Peloton Wealth Strategists sold 8,000 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $205K.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Peloton Wealth Strategists's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $311K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Peloton Wealth Strategists's 13F filing for Q4 2021, filed 10 Feb 2022.