PRWA
Platte River Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-79,092
| Closed | -$1.97M | – | 93 |
|
|
2024
Q2 | $1.97M | Sell |
79,092
-152,841
| -66% | -$3.8M | 0.55% | 34 |
|
|
2024
Q1 | $5.75M | Sell |
231,933
-36,953
| -14% | -$917K | 1.64% | 19 |
|
|
2023
Q4 | $6.66M | Buy |
268,886
+2,336
| +0.9% | +$57.8K | 2.2% | 14 |
|
|
2023
Q3 | $6.5M | Sell |
266,550
-16,870
| -6% | -$411K | 2.38% | 13 |
|
|
2023
Q2 | $6.91M | Buy |
283,420
+12,897
| +5% | +$314K | 2.42% | 13 |
|
|
2023
Q1 | $6.64M | Buy |
270,523
+182,527
| +207% | +$4.48M | 2.55% | 13 |
|
|
2022
Q4 | $2.14M | Buy |
87,996
+952
| +1% | +$23.2K | 0.9% | 29 |
|
|
2022
Q3 | $2.1M | Buy |
+87,044
| New | +$2.1M | 0.94% | 29 |
|