Peloton Wealth Strategists’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$332K	Hold	13,000	–	–	0.13%	78
2025 Q4	$332K	Hold	13,000	–	–	0.13%	78
2025 Q3	$333K	Hold	13,000	–	–	0.13%	82
2025 Q2	$330K	Hold	13,000	–	–	0.13%	81
2025 Q1	$329K	Hold	13,000	–	–	0.14%	85
2024 Q4	$327K	Hold	13,000	–	–	0.13%	83
2024 Q3	$333K	Buy	13,000 +1,000	+8%	+$25.4K	0.13%	86
2024 Q2	$300K	Hold	12,000	–	–	0.12%	85
2024 Q1	$303K	Hold	12,000	–	–	0.12%	86
2023 Q4	$307K	Hold	12,000	–	–	0.13%	84
2023 Q3	$293K	Hold	12,000	–	–	0.14%	84
2023 Q2	$302K	Hold	12,000	–	–	0.13%	83
2023 Q1	$307K	Hold	12,000	–	–	0.14%	78
2022 Q4	$301K	Hold	12,000	–	–	0.14%	81
2022 Q3	$290K	Hold	12,000	–	–	0.15%	81
2022 Q2	$300K	Hold	12,000	–	–	0.15%	77
2022 Q1	$306K	Hold	12,000	–	–	0.13%	78
2021 Q4	$327K	Hold	12,000	–	–	0.13%	80
2021 Q3	$327K	Hold	12,000	–	–	0.13%	78
2021 Q2	$329K	Hold	12,000	–	–	0.14%	77
2021 Q1	$326K	Sell	12,000 -2,000	-14%	-$54.8K	0.15%	74
2020 Q4	$386K	Hold	14,000	–	–	0.19%	71
2020 Q3	$382K	Hold	14,000	–	–	0.21%	65
2020 Q2	$379K	Hold	14,000	–	–	0.24%	65
2020 Q1	$367K	Buy	14,000 +2,000	+17%	+$52.7K	0.3%	64
2019 Q4	$333K	Buy	+12,000	New	+$313K	0.2%	65
2019 Q3	–	Sell	-10,000	Closed	-$272K	–	70
2019 Q2	$272K	Buy	+10,000	New	+$255K	0.18%	62