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Peloton Wealth Strategists’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Peloton Wealth Strategists’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Sell
8,000
-3,000
-27% -$76.9K 0.08% 90
2026
Q1 		$282K Hold
11,000
– – 0.11% 81
2025
Q4 		$282K Hold
11,000
– – 0.11% 82
2025
Q3 		$282K Hold
11,000
– – 0.11% 83
2025
Q2 		$282K Hold
11,000
– – 0.11% 84
2025
Q1 		$281K Hold
11,000
– – 0.12% 87
2024
Q4 		$280K Buy
11,000
+800
+8% +$20.4K 0.11% 84
2024
Q3 		$262K Hold
10,200
– – 0.1% 90
2024
Q2 		$258K Hold
10,200
– – 0.11% 90
2024
Q1 		$259K Hold
10,200
– – 0.11% 88
2023
Q4 		$260K Hold
10,200
– – 0.11% 89
2023
Q3 		$253K Hold
10,200
– – 0.12% 87
2023
Q2 		$257K Hold
10,200
– – 0.11% 85
2023
Q1 		$260K Hold
10,200
– – 0.12% 82
2022
Q4 		$257K Hold
10,200
– – 0.12% 83
2022
Q3 		$251K Hold
10,200
– – 0.13% 83
2022
Q2 		$258K Sell
10,200
-3,000
-23% -$75.5K 0.13% 81
2022
Q1 		$337K Hold
13,200
– – 0.14% 77
2021
Q4 		$355K Buy
13,200
+4,000
+43% +$107K 0.14% 78
2021
Q3 		$247K Hold
9,200
– – 0.1% 82
2021
Q2 		$248K Hold
9,200
– – 0.1% 80
2021
Q1 		$247K Hold
9,200
– – 0.12% 78
2020
Q4 		$249K Hold
9,200
– – 0.12% 76
2020
Q3 		$248K Buy
9,200
+1,200
+15% +$32.3K 0.14% 75
2020
Q2 		$213K Hold
8,000
– – 0.13% 73
2020
Q1 		$206K Buy
+8,000
New +$208K 0.17% 70

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Peloton Wealth Strategists's IBMO Position: Q2 2026 in Review

Peloton Wealth Strategists reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 27% in Q2 2026, selling an estimated $76.9K and leaving 8,000 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #90.

Peloton Wealth Strategists first reported a position in IBMO in Q1 2020 and has held it in 26 quarters since. The position peaked at $355K in Q4 2021. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • Peloton Wealth Strategists held 8,000 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $205K as of Q2 2026.
  • Peloton Wealth Strategists sold 3,000 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $76.9K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.08% of Peloton Wealth Strategists's portfolio in Q2 2026, its #90 holding.
  • Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Peloton Wealth Strategists's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $355K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.