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Ishares Tr shares owned by Peloton Wealth Strategists

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Peloton Wealth Strategists from 13F filings

Historical chart of Peloton Wealth Strategists investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Peloton Wealth Strategists consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Peloton Wealth Strategists

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 176k 21.40
2023-12-31 $3.5M 160k 21.64
2023-09-30 $2.9M 143k 20.38
2023-06-30 $2.2M 104k 21.20
2023-03-31 $1.6M 75k 21.53
2022-12-31 $853k 41k 20.80
2022-09-30 $679k 34k 20.27

More positions owned by Peloton Wealth Strategists

Mastercard Incorporated Cl A Stock (MA)
Thermo Fisher Scientific Stock (TMO)
Jpmorgan Chase & Co Stock (JPM)
Microsoft Corp Stock (MSFT)
Salesforce Stock (CRM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)
Applied Matls Stock (AMAT)
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)
Amgen Stock (AMGN)

View all positions for Peloton Wealth Strategists

Top funds holding Ishares Tr

Capital Investment Advisors
Bank of America Corporation
UBS Group
Morgan Stanley
Aptus Capital Advisors
Gateway Advisory
Us Bancorp
Sigma Investment Counselors
Golub Group
Wells Fargo & Company
Royal Bank of Canada
Raymond James Financial Services Advisors
Klingman & Associates
Venture Visionary Partners
Advisors Capital Management

View all funds holding Ishares Tr