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Name: |
Peloton Wealth Strategists |
City: |
BLOOMINGTON |
State: |
IN |
Zip: |
47404 |
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data |
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Holdings
Found :
6 |
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Unchanged Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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IBMN |
Ishares Ibonds Dec 2025 Ter... |
67 |
- |
$0.00 |
$664,000 |
25,000 |
0.29% |
12,000 |
0 |
0.028 |
N/A |
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FDMT |
4d Molecular Therapeutics Inc. |
72 |
- |
$0.00 |
$507,000 |
25,000 |
0.22% |
189,000 |
0 |
0.077 |
N/A |
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IBMQ |
Ishares Ibonds Dec 2028 Ter... |
80 |
- |
$0.00 |
$307,000 |
12,000 |
0.13% |
14,000 |
0 |
0.133 |
N/A |
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SPY |
Standard & Poors Depository... |
84 |
- |
$517.14 |
$295,000 |
620 |
0.13% |
30,000 |
0 |
0 |
Closed - End Fund - E... |
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IBMO |
Ishares Ibonds Dec 2026 Ter... |
85 |
- |
$0.00 |
$260,000 |
10,200 |
0.11% |
7,000 |
0 |
0.113 |
N/A |
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IBMP |
Ishares Ibonds Dec 2027 Ter... |
86 |
- |
$0.00 |
$254,000 |
10,000 |
0.11% |
9,000 |
0 |
0.111 |
N/A |
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