PRWA
Platte River Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $4.45M | Sell |
183,117
-54,285
| -23% | -$1.32M | 1.19% | 23 |
|
2024
Q2 | $5.65M | Sell |
237,402
-60,591
| -20% | -$1.44M | 1.59% | 17 |
|
2024
Q1 | $7.11M | Sell |
297,993
-1,164
| -0.4% | -$27.8K | 2.03% | 15 |
|
2023
Q4 | $7.15M | Buy |
299,157
+2,772
| +0.9% | +$66.3K | 2.37% | 12 |
|
2023
Q3 | $6.92M | Sell |
296,385
-11,995
| -4% | -$280K | 2.53% | 11 |
|
2023
Q2 | $7.24M | Buy |
308,380
+6,207
| +2% | +$146K | 2.54% | 10 |
|
2023
Q1 | $7.17M | Buy |
+302,173
| New | +$7.17M | 2.75% | 9 |
|