Peloton Wealth Strategists Ishares Tr Ibonds Dec 2028 Ter Transaction History

Peloton Wealth Strategists

  • $239 Million
  • Q2 2024

A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Peloton Wealth Strategists holds 12,000 shares of IBMQ stock, worth $303,840. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,000
Previous 12,000 -0.0%
Holding current value
$303,840
Previous $303,000 0.99%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Jun 23, 2021
SELL
$27.05 - $27.79 $54,100 - $55,580
-2,000 Reduced 14.29%
12,000 $326,000
Q1 2020

May 15, 2020
BUY
$23.01 - $27.34 $46,020 - $54,680
2,000 Added 16.67%
14,000 $367,000
Q4 2019

Feb 14, 2020
BUY
$25.88 - $26.41 $310,560 - $316,920
12,000 New
12,000 $333,000
Q3 2019

Nov 13, 2019
SELL
$25.7 - $26.56 $257,000 - $265,600
-10,000 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
$25.07 - $25.79 $250,700 - $257,900
10,000 New
10,000 $272,000

Others Institutions Holding IBMQ

# of Institutions
124
Shares Held
12.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email