PRWA
Platte River Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.41M | Sell |
172,580
-31,751
| -16% | -$811K | 1.18% | 24 |
|
|
2024
Q2 | $5.06M | Sell |
204,331
-25,123
| -11% | -$622K | 1.42% | 19 |
|
|
2024
Q1 | $5.71M | Buy |
229,454
+31,109
| +16% | +$775K | 1.63% | 20 |
|
|
2023
Q4 | $4.98M | Sell |
198,345
-44,305
| -18% | -$1.11M | 1.65% | 18 |
|
|
2023
Q3 | $5.83M | Buy |
242,650
+665
| +0.3% | +$16K | 2.13% | 16 |
|
|
2023
Q2 | $5.93M | Buy |
241,985
+51,185
| +27% | +$1.25M | 2.08% | 17 |
|
|
2023
Q1 | $4.76M | Buy |
+190,800
| New | +$4.76M | 1.83% | 18 |
|