Peloton Wealth Strategists’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Hold	10,000	–	–	0.09%	87
2026 Q1	$254K	Hold	10,000	–	–	0.1%	83
2025 Q4	$254K	Hold	10,000	–	–	0.1%	84
2025 Q3	$255K	Hold	10,000	–	–	0.1%	85
2025 Q2	$254K	Hold	10,000	–	–	0.1%	85
2025 Q1	$253K	Hold	10,000	–	–	0.11%	88
2024 Q4	$251K	Hold	10,000	–	–	0.1%	86
2024 Q3	$255K	Hold	10,000	–	–	0.1%	91
2024 Q2	$250K	Hold	10,000	–	–	0.1%	91
2024 Q1	$252K	Hold	10,000	–	–	0.1%	89
2023 Q4	$254K	Hold	10,000	–	–	0.11%	90
2023 Q3	$245K	Hold	10,000	–	–	0.11%	88
2023 Q2	$251K	Hold	10,000	–	–	0.11%	86
2023 Q1	$255K	Hold	10,000	–	–	0.12%	83
2022 Q4	$251K	Hold	10,000	–	–	0.12%	84
2022 Q3	$244K	Hold	10,000	–	–	0.13%	85
2022 Q2	$252K	Sell	10,000 -2,000	-17%	-$50K	0.12%	82
2022 Q1	$305K	Hold	12,000	–	–	0.13%	79
2021 Q4	$324K	Hold	12,000	–	–	0.13%	81
2021 Q3	$324K	Hold	12,000	–	–	0.13%	79
2021 Q2	$326K	Hold	12,000	–	–	0.13%	78
2021 Q1	$323K	Hold	12,000	–	–	0.15%	75
2020 Q4	$328K	Hold	12,000	–	–	0.16%	72
2020 Q3	$325K	Hold	12,000	–	–	0.18%	70
2020 Q2	$322K	Hold	12,000	–	–	0.2%	67
2020 Q1	$312K	Buy	+12,000	New	+$314K	0.25%	65

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Peloton Wealth Strategists held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 10,000 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #87.

Peloton Wealth Strategists first reported a position in IBMP in Q1 2020 and has held it in 26 quarters since. The position peaked at $328K in Q4 2020. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Peloton Wealth Strategists held 10,000 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $254K as of Q2 2026.
Peloton Wealth Strategists left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.09% of Peloton Wealth Strategists's portfolio in Q2 2026, its #87 holding.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
Peloton Wealth Strategists's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $328K in Q4 2020.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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