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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Hold |
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|
2025
Q2 | $330K | Hold |
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|
2025
Q1 | $329K | Hold |
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|
2024
Q4 | $327K | Hold |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $307K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $302K | Hold |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $327K | Hold |
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $329K | Hold |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $386K | Hold |
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|
2020
Q3 | $382K | Hold |
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|
2020
Q2 | $379K | Hold |
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|
2020
Q1 | $367K | Buy |
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|
2019
Q4 | $333K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $272K | Buy |
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