SEC 13F Intelligence

Peloton Wealth Strategists / IBDX

Peloton Wealth Strategists’s Ishares Tr Position

Does Peloton Wealth Strategists own Ishares Tr (IBDX)? Yes — 133.5K shares worth $3M (+1.36% of its 13F portfolio) as of Q1 2026, up from 94.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
133.5K
% of Portfolio
+1.36%
Quarters Held
10
currently held

Position History IBDX

Reported value by quarter
Q4 ’23: $732,000Q4 ’23Q1 ’24: $719,000Q2 ’24: $933,000Q2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026133.5K$3M+1.36%
Q4 202594.5K$2M+0.94%
Q3 202556.0K$1M+0.56%
Q2 202552.5K$1M+0.53%
Q1 202552.5K$1M+0.55%
Q4 202445.0K$1M+0.45%
Q3 202441.0K$1M+0.42%
Q2 202438.0K$933,000+0.38%
Q1 202429.0K$719,000+0.29%
Q4 202329.0K$732,000+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 IBDX.