Peloton Wealth Strategists’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$75.9K | 0.13% | 81 |
|
|
2022
Q1 | $337K | Hold |
13,200
| – | – | 0.14% | 77 |
|
|
2021
Q4 | $355K | Buy |
13,200
+4,000
| +43% | +$108K | 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 | +$206K | 0.17% | 70 |
|