Platte River Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.45M	Sell	183,117 -54,285	-23%	-$1.31M	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%	+$65.1K	2.37%	12
2023 Q3	$6.92M	Sell	296,385 -11,995	-4%	-$281K	2.53%	11
2023 Q2	$7.24M	Buy	308,380 +6,207	+2%	+$147K	2.54%	10
2023 Q1	$7.17M	Buy	+302,173	New	+$7.11M	2.75%	9

Other funds holding IBDR

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HPC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Platte River Wealth Advisors reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 23% in Q3 2024, selling an estimated $1.31M and leaving 183,117 shares worth $4.45M. The position accounts for 1.19% of the portfolio, ranked #23.

Platte River Wealth Advisors first reported a position in IBDR in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.24M in Q2 2023. 335 funds tracked by Wall St. Rank hold IBDR as of Q3 2024.

Platte River Wealth Advisors held 183,117 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.45M as of Q3 2024.
Platte River Wealth Advisors sold 54,285 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2024, an estimated $1.31M.
iShares iBonds Dec 2026 Term Corporate ETF made up 1.19% of Platte River Wealth Advisors's portfolio in Q3 2024, its #23 holding.
Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 7 quarters since.
Platte River Wealth Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $7.24M in Q2 2023.
335 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2024.

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