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

Bought

Maintained

Sold

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