Peloton Wealth Strategists’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,500	Closed	-$350K	–	89
2022 Q3	$350K	Hold	13,500	–	–	0.18%	75
2022 Q2	$350K	Hold	13,500	–	–	0.17%	74
2022 Q1	$350K	Hold	13,500	–	–	0.15%	75
2021 Q4	$352K	Hold	13,500	–	–	0.14%	79
2021 Q3	$353K	Hold	13,500	–	–	0.14%	76
2021 Q2	$355K	Sell	13,500 -4,000	-23%	-$105K	0.15%	76
2021 Q1	$461K	Hold	17,500	–	–	0.22%	72
2020 Q4	$461K	Hold	17,500	–	–	0.23%	69
2020 Q3	$464K	Sell	17,500 -1,000	-5%	-$26.5K	0.26%	64
2020 Q2	$489K	Buy	18,500 +1,000	+6%	+$26.2K	0.31%	61
2020 Q1	$455K	Hold	17,500	–	–	0.37%	60
2019 Q4	$458K	Buy	17,500 +3,000	+21%	+$78.5K	0.28%	61
2019 Q3	$379K	Buy	+14,500	New	+$380K	0.24%	62

Other funds holding IBMK

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

TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Peloton Wealth Strategists's IBMK Position: Q4 2022 in Review

Peloton Wealth Strategists sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 13,500 shares — an estimated $350K sold.

Peloton Wealth Strategists first reported a position in IBMK in Q3 2019 and held it in 13 quarters. The position peaked at $489K in Q2 2020. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

Peloton Wealth Strategists reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Peloton Wealth Strategists sold 13,500 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $350K.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2019 and held it in 13 quarters.
Peloton Wealth Strategists's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $489K in Q2 2020.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Peloton Wealth Strategists's 13F filing for Q4 2022, filed 13 Feb 2023.