PWS
IBMM

Peloton Wealth Strategists’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Peloton Wealth Strategists’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,700
Closed -$514K – 100
2024
Q3 		$514K Hold
19,700
– – 0.2% 78
2024
Q2 		$513K Hold
19,700
– – 0.21% 77
2024
Q1 		$511K Hold
19,700
– – 0.21% 75
2023
Q4 		$511K Sell
19,700
-3,000
-13% -$77.4K 0.22% 74
2023
Q3 		$583K Sell
22,700
-11,000
-33% -$283K 0.27% 74
2023
Q2 		$868K Hold
33,700
– – 0.38% 65
2023
Q1 		$872K Sell
33,700
-500
-1% -$12.9K 0.4% 65
2022
Q4 		$881K Hold
34,200
– – 0.42% 63
2022
Q3 		$872K Sell
34,200
-500
-1% -$13K 0.45% 62
2022
Q2 		$902K Sell
34,700
-2,000
-5% -$51.7K 0.44% 64
2022
Q1 		$954K Hold
36,700
– – 0.4% 65
2021
Q4 		$984K Sell
36,700
-4,000
-10% -$107K 0.39% 65
2021
Q3 		$1.1M Hold
40,700
– – 0.45% 63
2021
Q2 		$1.1M Hold
40,700
– – 0.45% 61
2021
Q1 		$1.1M Hold
40,700
– – 0.52% 58
2020
Q4 		$1.1M Buy
40,700
+1,000
+3% +$27.1K 0.55% 55
2020
Q3 		$1.08M Buy
39,700
+2,700
+7% +$73.2K 0.6% 53
2020
Q2 		$998K Buy
37,000
+4,000
+12% +$106K 0.63% 53
2020
Q1 		$863K Buy
33,000
+7,000
+27% +$185K 0.7% 53
2019
Q4 		$687K Buy
26,000
+4,000
+18% +$106K 0.42% 59
2019
Q3 		$579K Buy
+22,000
New +$582K 0.37% 59

Other funds holding IBMM

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

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

Peloton Wealth Strategists sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 19,700 shares — an estimated $514K sold.

Peloton Wealth Strategists first reported a position in IBMM in Q3 2019 and held it in 21 quarters. The position peaked at $1.1M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Peloton Wealth Strategists reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Peloton Wealth Strategists sold 19,700 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $514K.
  • Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q3 2019 and held it in 21 quarters.
  • Peloton Wealth Strategists's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.1M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

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