Number of Shares
339,470.00
Current Holdings Value*
$8.21 Mil
% of Portfolio
3.45%
Total Estimate Gain
$-342,809.80
% of Total Estimate Gain
-3.77%

Peloton Wealth Strategists's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary

As of 2025-03-31, Peloton Wealth Strategists held 339,470.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $8.21 Mil. This investment constitutes 3.45% of their stock portfolio, and Peloton Wealth Strategists now holds 0.27% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.

The initial trade took place in 2021Q2. And since then Peloton Wealth Strategists has made 13 purchases of IBDS, at an average price of $25.16, for a total of 361,075.00 shares. In addition, there have been 3 sales at an average price of $24.41 for 21,605.00 shares. Based on historical transaction data and IBDS's current price of $24.20, Peloton Wealth Strategists's estimated gain on his IBDS holdings is $-342,809.80, reflecting a -3.77% gain to date.

Peloton Wealth Strategists IBDS ($24.20) Holding Chart

Peloton Wealth Strategists IBDS ($24.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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