Platte River Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-79,092	Closed	-$1.97M	–	95
2024 Q2	$1.97M	Sell	79,092 -152,841	-66%	-$3.79M	0.55%	34
2024 Q1	$5.75M	Sell	231,933 -36,953	-14%	-$915K	1.64%	19
2023 Q4	$6.66M	Buy	268,886 +2,336	+0.9%	+$57.2K	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%	+$316K	2.42%	13
2023 Q1	$6.64M	Buy	270,523 +182,527	+207%	+$4.46M	2.55%	13
2022 Q4	$2.14M	Buy	87,996 +952	+1%	+$23.1K	0.9%	29
2022 Q3	$2.1M	Buy	+87,044	New	+$2.15M	0.94%	29

Other funds holding IBDQ

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

RJFSA

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

Platte River Wealth Advisors's IBDQ Position: Q3 2024 in Review

Platte River Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2024, closing a stake of 79,092 shares — an estimated $1.97M sold.

Platte River Wealth Advisors first reported a position in IBDQ in Q3 2022 and held it in 8 quarters. The position peaked at $6.91M in Q2 2023. 363 funds tracked by Wall St. Rank hold IBDQ as of Q3 2024.

Platte River Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Platte River Wealth Advisors sold 79,092 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2024, an estimated $1.97M.
Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2022 and held it in 8 quarters.
Platte River Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $6.91M in Q2 2023.
363 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.