PRWA
IBDP

Platte River Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-112,698
Closed -$2.81M 99
2023
Q4
$2.81M Sell
112,698
-3,267
-3% -$81.4K 0.93% 29
2023
Q3
$2.87M Sell
115,965
-137,487
-54% -$3.4M 1.05% 27
2023
Q2
$6.24M Sell
253,452
-9,683
-4% -$238K 2.19% 16
2023
Q1
$6.47M Buy
263,135
+175,355
+200% +$4.31M 2.48% 14
2022
Q4
$2.14M Buy
87,780
+721
+0.8% +$17.6K 0.91% 28
2022
Q3
$2.12M Buy
+87,059
New +$2.12M 0.95% 28