SEC 13F Intelligence

Peloton Wealth Strategists / IBDR

Peloton Wealth Strategists’s Ishares Tr Position

Does Peloton Wealth Strategists own Ishares Tr (IBDR)? Yes — 299.1K shares worth $7M (+2.93% of its 13F portfolio) as of Q1 2026, down from 301.8K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
299.1K
% of Portfolio
+2.93%
Quarters Held
28
currently held

Position History IBDR

Reported value by quarter
Q1 ’19: $466,000Q1 ’19Q2 ’19: $351,000Q3 ’19: $2MQ4 ’19: $869,000Q1 ’20: $872,000Q1 ’20Q2 ’20: $1MQ3 ’20: $2MQ4 ’20: $3MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $5MQ1 ’22: $6MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $5MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $6MQ4 ’23: $6MQ1 ’24: $6MQ2 ’24: $6MQ2 ’24Q3 ’24: $6MQ4 ’24: $7MQ1 ’25: $7MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026299.1K$7M+2.93%
Q4 2025301.8K$7M+2.83%
Q3 2025304.1K$7M+2.91%
Q2 2025300.3K$7M+2.92%
Q1 2025297.8K$7M+3.01%
Q4 2024280.0K$7M+2.72%
Q3 2024265.5K$6M+2.56%
Q2 2024266.5K$6M+2.61%
Q1 2024265.0K$6M+2.57%
Q4 2023251.8K$6M+2.61%
Q3 2023246.8K$6M+2.66%
Q2 2023234.2K$5M+2.43%
Q1 2023227.6K$5M+2.47%
Q4 2022214.6K$5M+2.41%
Q3 2022215.6K$5M+2.59%
Q2 2022213.7K$5M+2.48%
Q1 2022225.7K$6M+2.32%
Q4 2021206.2K$5M+2.15%
Q3 2021203.2K$5M+2.20%
Q2 2021185.2K$5M+2.03%
Q4 2020106.2K$3M+1.43%
Q3 202068.5K$2M+1.03%
Q2 202046.5K$1M+0.78%
Q1 202035.5K$872,000+0.71%
Q4 201934.0K$869,000+0.53%
Q3 201963.7K$2M+1.03%
Q2 201914.0K$351,000+0.24%
Q1 201918.7K$466,000+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peloton Wealth Strategists’s full portfolio or all institutional holders of IBDR.