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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	+$25.6K	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%	-$54.3K	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%	+$52.4K	0.3%	64
2019 Q4	$333K	Buy	+12,000	New	+$333K	0.2%	65
2019 Q3	–	Sell	-10,000	Closed	-$272K	–	70
2019 Q2	$272K	Buy	+10,000	New	+$272K	0.18%	62