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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-20,500	Closed	-$549K	–	92
2025 Q3	$549K	Hold	20,500	–	–	0.22%	76
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%	-$79.3K	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%	-$28.1K	0.36%	61
2020 Q4	$803K	Buy	28,500 +1,500	+6%	+$42.2K	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%	+$27.5K	0.33%	60
2020 Q1	$487K	Buy	18,000 +2,000	+13%	+$54.4K	0.4%	59
2019 Q4	$435K	Sell	16,000 -1,000	-6%	-$27.1K	0.26%	64
2019 Q3	$460K	Buy	+17,000	New	+$462K	0.29%	60

Other funds holding IBMN

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Peloton Wealth Strategists's IBMN Position: Q4 2025 in Review

Peloton Wealth Strategists sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 20,500 shares — an estimated $549K sold.

Peloton Wealth Strategists first reported a position in IBMN in Q3 2019 and held it in 25 quarters. The position peaked at $803K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Peloton Wealth Strategists reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Peloton Wealth Strategists sold 20,500 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $549K.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q3 2019 and held it in 25 quarters.
Peloton Wealth Strategists's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $803K in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Peloton Wealth Strategists's 13F filing for Q4 2025, filed 17 Feb 2026.