Peloton Wealth Strategists Ishares Tr Ibonds December 202 Transaction History

Peloton Wealth Strategists

  • $242 Million
  • Q4 2024

A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Peloton Wealth Strategists holds 11,000 shares of IBMO stock, worth $280,280. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,000
Previous 10,200 7.84%
Holding current value
$280,280
Previous $261,000 7.28%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$25.4 - $25.62 $20,320 - $20,496
800 Added 7.84%
11,000 $280,000
Q2 2022

Aug 12, 2022
SELL
$24.88 - $25.49 $74,640 - $76,470
-3,000 Reduced 22.73%
10,200 $258,000
Q4 2021

Feb 10, 2022
BUY
$26.8 - $26.92 $107,200 - $107,680
4,000 Added 43.48%
13,200 $355,000
Q3 2020

Nov 17, 2020
BUY
$26.61 - $27.05 $31,932 - $32,460
1,200 Added 15.0%
9,200 $248,000
Q1 2020

May 15, 2020
BUY
$22.9 - $26.87 $183,200 - $214,960
8,000 New
8,000 $206,000

Others Institutions Holding IBMO

# of Institutions
181
Shares Held
18.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email