PRWA
Platte River Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.83M | Sell |
198,298
-37,990
| -16% | -$926K | 1.3% | 18 |
|
|
2024
Q2 | $5.61M | Sell |
236,288
-47,234
| -17% | -$1.12M | 1.57% | 18 |
|
|
2024
Q1 | $6.75M | Buy |
283,522
+14,301
| +5% | +$340K | 1.92% | 17 |
|
|
2023
Q4 | $6.44M | Sell |
269,221
-8,821
| -3% | -$211K | 2.13% | 15 |
|
|
2023
Q3 | $6.43M | Sell |
278,042
-18,090
| -6% | -$419K | 2.35% | 14 |
|
|
2023
Q2 | $6.95M | Buy |
296,132
+15,099
| +5% | +$355K | 2.44% | 11 |
|
|
2023
Q1 | $6.69M | Buy |
+281,033
| New | +$6.69M | 2.57% | 12 |
|