Peloton Wealth Strategists IBDX — ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

Ownership history in Peloton Wealth Strategists  ·  10 quarters on record

AI Ownership Summary

Peloton Wealth Strategists reported ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.36% in 2026 Q1. The latest visible filing shows IBDX at 1.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peloton Wealth Strategists's position in ISHARES IBONDS DEC 2032 TERM CORPORATE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBDX was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDX stock page Peloton Wealth Strategists fund profile Peloton Wealth Strategists full holdings
How Peloton Wealth Strategists held IBDX — position size vs. price
% of Fund (quarterly)    IBDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 133,500 +39,000 +41.3% 1.36% $3.4M 2026-05-14 $25.15
2025 Q4 ADDED — — — 94,500 +38,500 +68.8% 0.94% $2.4M 2026-02-17 $25.44
2025 Q3 ADDED — — — 56,000 +3,500 +6.7% 0.56% $1.4M 2025-11-17 $24.87
2025 Q2 UNCHANGED — — — 52,500 — 0% 0.53% $1.3M 2025-08-13 $24.54
2025 Q1 ADDED — — — 52,500 +7,500 +16.7% 0.55% $1.3M 2025-05-16 $23.66
2024 Q4 ADDED — — — 45,000 +4,000 +9.8% 0.45% $1.1M 2025-02-05 $23.35
2024 Q3 ADDED — — — 41,000 +3,000 +7.9% 0.42% $1.1M 2024-11-15 $23.05
2024 Q2 ADDED — — — 38,000 +9,000 +31.0% 0.38% $933K 2024-08-15 $23.22
2024 Q1 UNCHANGED — — — 29,000 — 0% 0.29% $719K 2024-05-14 $22.15
2023 Q4 INITIATED — — — 29,000 — — 0.20% $732K 2024-02-15 $22.09

🏢 Other funds also holding IBDX

As of 2026 Q1 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 6.2% PFG Private Wealth Management, LLC 3Y 5.89% MB, LEVIS & ASSOCIATES, LLC 5.5% COWA, LLC 3Y 4.97% Marathon Mission, Inc. 3.19% 4Thought Financial Group Inc. 3Y 2.56% Cornerstone Planning, LLC 2.12% Paradigm, Strategies in Wealth Management, LLC 3Y 2.07% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 2.02% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 1.92%

FAQ About Peloton Wealth Strategists and IBDX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peloton Wealth Strategists reported owning IBDX?

Peloton Wealth Strategists reported IBDX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IBDX position in Peloton Wealth Strategists's portfolio?

The largest reported portfolio weight for IBDX was 1.36% in 2026 Q1.

What is the latest reported IBDX position on this page?

The most recent filing on this page is 2026 Q1, when Peloton Wealth Strategists reported 133,500 shares, equal to 1.36% of portfolio, with an estimated market value of $3.4M.

What does the chart on this IBDX ownership page compare?

The chart compares Peloton Wealth Strategists's quarterly IBDX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Peloton Wealth Strategists time their IBDX position?

Based on 13F filing dates vs. subsequent IBDX price moves, Peloton Wealth Strategists correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on IBDX relative to SPY over the holding period was -12.4%.

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