Peloton Wealth Strategists / IBDT
Peloton Wealth Strategists’s Ishares Tr Position
Does Peloton Wealth Strategists own Ishares Tr (IBDT)? Yes — 399.2K shares worth $10M (+4.09% of its 13F portfolio) as of Q1 2026, up from 390.6K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
399.2K
% of Portfolio
+4.09%
Quarters Held
25
currently held
Position History IBDT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 399.2K | $10M | +4.09% |
| Q4 2025 | 390.6K | $10M | +3.85% |
| Q3 2025 | 365.0K | $9M | +3.66% |
| Q2 2025 | 363.1K | $9M | +3.70% |
| Q1 2025 | 362.7K | $9M | +3.83% |
| Q4 2024 | 319.2K | $8M | +3.21% |
| Q3 2024 | 292.0K | $7M | +2.96% |
| Q2 2024 | 269.5K | $7M | +2.75% |
| Q1 2024 | 258.0K | $6M | +2.61% |
| Q4 2023 | 243.7K | $6M | +2.65% |
| Q3 2023 | 226.4K | $5M | +2.51% |
| Q2 2023 | 204.9K | $5M | +2.22% |
| Q1 2023 | 189.4K | $5M | +2.16% |
| Q4 2022 | 165.0K | $4M | +1.93% |
| Q3 2022 | 154.0K | $4M | +1.91% |
| Q2 2022 | 161.0K | $4M | +1.96% |
| Q1 2022 | 163.0K | $4M | +1.79% |
| Q4 2021 | 154.5K | $4M | +1.75% |
| Q3 2021 | 154.5K | $4M | +1.81% |
| Q2 2021 | 134.5K | $4M | +1.60% |
| Q4 2020 | 61.0K | $2M | +0.89% |
| Q3 2020 | 48.0K | $1M | +0.78% |
| Q2 2020 | 26.0K | $750,000 | +0.47% |
| Q1 2020 | 16.0K | $420,000 | +0.34% |
| Q3 2019 | 12.0K | $333,000 | +0.21% |
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 IBDT.