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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Hold	13,000	–	–	0.12%	83
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

Other funds holding IBMQ

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Peloton Wealth Strategists held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2026 at 13,000 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #83.

Peloton Wealth Strategists first reported a position in IBMQ in Q2 2019 and has held it in 28 quarters since. The position peaked at $386K in Q4 2020. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Peloton Wealth Strategists held 13,000 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $333K as of Q2 2026.
Peloton Wealth Strategists left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.12% of Peloton Wealth Strategists's portfolio in Q2 2026, its #83 holding.
Peloton Wealth Strategists first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2019 and has held it in 28 quarters since.
Peloton Wealth Strategists's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $386K in Q4 2020.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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