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

Platte River Wealth Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$81K	0.93%	29
2023 Q3	$2.87M	Sell	115,965 -137,487	-54%	-$3.39M	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%	+$4.3M	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	+$2.15M	0.95%	28

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Platte River Wealth Advisors's IBDP Position: Q1 2024 in Review

Platte River Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 112,698 shares — an estimated $2.81M sold.

Platte River Wealth Advisors first reported a position in IBDP in Q3 2022 and held it in 6 quarters. The position peaked at $6.47M in Q1 2023. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

Platte River Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Platte River Wealth Advisors sold 112,698 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $2.81M.
Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 6 quarters.
Platte River Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $6.47M in Q1 2023.
360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Platte River Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.