Peloton Wealth Strategists’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$50.4K | 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 | +$312K | 0.25% | 65 |
|