Peloton Wealth Strategists’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,200	Closed	-$465K	–	97
2023 Q3	$465K	Hold	18,200	–	–	0.21%	78
2023 Q2	$464K	Hold	18,200	–	–	0.21%	76
2023 Q1	$463K	Hold	18,200	–	–	0.21%	72
2022 Q4	$461K	Sell	18,200 -4,000	-18%	-$101K	0.22%	75
2022 Q3	$560K	Hold	22,200	–	–	0.29%	68
2022 Q2	$566K	Sell	22,200 -3,000	-12%	-$76.3K	0.28%	70
2022 Q1	$642K	Hold	25,200	–	–	0.27%	71
2021 Q4	$653K	Hold	25,200	–	–	0.26%	72
2021 Q3	$655K	Hold	25,200	–	–	0.27%	70
2021 Q2	$658K	Sell	25,200 -3,000	-11%	-$78.4K	0.27%	68
2021 Q1	$738K	Hold	28,200	–	–	0.35%	62
2020 Q4	$738K	Hold	28,200	–	–	0.37%	61
2020 Q3	$741K	Buy	28,200 +10,200	+57%	+$268K	0.42%	60
2020 Q2	$472K	Buy	18,000 +1,000	+6%	+$26K	0.3%	62
2020 Q1	$436K	Hold	17,000	–	–	0.36%	61
2019 Q4	$439K	Hold	17,000	–	–	0.27%	63
2019 Q3	$438K	Buy	+17,000	New	+$439K	0.28%	61

Other funds holding IBML

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Peloton Wealth Strategists's IBML Position: Q4 2023 in Review

Peloton Wealth Strategists sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 18,200 shares — an estimated $465K sold.

Peloton Wealth Strategists first reported a position in IBML in Q3 2019 and held it in 17 quarters. The position peaked at $741K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Peloton Wealth Strategists reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Peloton Wealth Strategists sold 18,200 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $465K.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2019 and held it in 17 quarters.
Peloton Wealth Strategists's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $741K in Q3 2020.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Peloton Wealth Strategists's 13F filing for Q4 2023, filed 15 Feb 2024.