Platte River Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.83M	Sell	198,298 -37,990	-16%	-$916K	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%	-$206K	2.13%	15
2023 Q3	$6.43M	Sell	278,042 -18,090	-6%	-$422K	2.35%	14
2023 Q2	$6.95M	Buy	296,132 +15,099	+5%	+$357K	2.44%	11
2023 Q1	$6.69M	Buy	+281,033	New	+$6.63M	2.57%	12

Other funds holding IBDS

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CAI

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Platte River Wealth Advisors reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 16% in Q3 2024, selling an estimated $916K and leaving 198,298 shares worth $4.83M. The position accounts for 1.3% of the portfolio, ranked #18.

Platte River Wealth Advisors first reported a position in IBDS in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.95M in Q2 2023. 312 funds tracked by Wall St. Rank hold IBDS as of Q3 2024.

Platte River Wealth Advisors held 198,298 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $4.83M as of Q3 2024.
Platte River Wealth Advisors sold 37,990 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2024, an estimated $916K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.3% of Platte River Wealth Advisors's portfolio in Q3 2024, its #18 holding.
Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 7 quarters since.
Platte River Wealth Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6.95M in Q2 2023.
312 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2024.

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