Peloton Wealth Strategists / IBDU
Peloton Wealth Strategists’s Ishares Tr Position
Does Peloton Wealth Strategists own Ishares Tr (IBDU)? Yes — 393.6K shares worth $9M (+3.70% of its 13F portfolio) as of Q1 2026, up from 375.6K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
393.6K
% of Portfolio
+3.70%
Quarters Held
20
currently held
Position History IBDU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 393.6K | $9M | +3.70% |
| Q4 2025 | 375.6K | $9M | +3.41% |
| Q3 2025 | 342.1K | $8M | +3.16% |
| Q2 2025 | 341.4K | $8M | +3.20% |
| Q1 2025 | 339.0K | $8M | +3.28% |
| Q4 2024 | 306.4K | $7M | +2.82% |
| Q3 2024 | 272.9K | $6M | +2.55% |
| Q2 2024 | 265.0K | $6M | +2.47% |
| Q1 2024 | 255.5K | $6M | +2.37% |
| Q4 2023 | 231.2K | $5M | +2.31% |
| Q3 2023 | 212.4K | $5M | +2.15% |
| Q2 2023 | 177.1K | $4M | +1.76% |
| Q1 2023 | 149.6K | $3M | +1.56% |
| Q4 2022 | 124.7K | $3M | +1.33% |
| Q3 2022 | 78.7K | $2M | +0.89% |
| Q2 2022 | 61.0K | $1M | +0.68% |
| Q1 2022 | 53.0K | $1M | +0.54% |
| Q4 2021 | 44.5K | $1M | +0.47% |
| Q3 2021 | 42.5K | $1M | +0.46% |
| Q2 2021 | 42.5K | $1M | +0.47% |
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 IBDU.