Peloton Wealth Strategists’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$549K	Hold	20,500	–	–	0.22%	75
2025 Q1	$548K	Hold	20,500	–	–	0.23%	76
2024 Q4	$546K	Sell	20,500 -4,500	-18%	-$120K	0.22%	74
2024 Q3	$667K	Hold	25,000	–	–	0.27%	71
2024 Q2	$662K	Hold	25,000	–	–	0.27%	71
2024 Q1	$662K	Hold	25,000	–	–	0.27%	72
2023 Q4	$664K	Hold	25,000	–	–	0.29%	71
2023 Q3	$652K	Hold	25,000	–	–	0.3%	71
2023 Q2	$658K	Hold	25,000	–	–	0.29%	69
2023 Q1	$665K	Hold	25,000	–	–	0.3%	68
2022 Q4	$659K	Hold	25,000	–	–	0.32%	67
2022 Q3	$648K	Hold	25,000	–	–	0.34%	66
2022 Q2	$666K	Sell	25,000 -3,000	-11%	-$79.9K	0.32%	67
2022 Q1	$746K	Hold	28,000	–	–	0.31%	68
2021 Q4	$780K	Hold	28,000	–	–	0.31%	68
2021 Q3	$783K	Sell	28,000 -500	-2%	-$14K	0.32%	69
2021 Q2	$798K	Buy	28,500 +1,000	+4%	+$28K	0.33%	65
2021 Q1	$768K	Sell	27,500 -1,000	-4%	-$27.9K	0.36%	61
2020 Q4	$803K	Buy	28,500 +1,500	+6%	+$42.3K	0.4%	60
2020 Q3	$759K	Buy	27,000 +8,000	+42%	+$225K	0.43%	59
2020 Q2	$530K	Buy	19,000 +1,000	+6%	+$27.9K	0.33%	60
2020 Q1	$487K	Buy	18,000 +2,000	+13%	+$54.1K	0.4%	59
2019 Q4	$435K	Sell	16,000 -1,000	-6%	-$27.2K	0.26%	64
2019 Q3	$460K	Buy	+17,000	New	+$460K	0.29%	60