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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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