Platte River Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.41M	Sell	172,580 -31,751	-16%	-$801K	1.18%	24
2024 Q2	$5.06M	Sell	204,331 -25,123	-11%	-$619K	1.42%	19
2024 Q1	$5.71M	Buy	229,454 +31,109	+16%	+$774K	1.63%	20
2023 Q4	$4.98M	Sell	198,345 -44,305	-18%	-$1.08M	1.65%	18
2023 Q3	$5.83M	Buy	242,650 +665	+0.3%	+$16.2K	2.13%	16
2023 Q2	$5.93M	Buy	241,985 +51,185	+27%	+$1.27M	2.08%	17
2023 Q1	$4.76M	Buy	+190,800	New	+$4.71M	1.83%	18

Other funds holding IBDT

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

ACA

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

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

CIA

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

CAI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

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

Platte River Wealth Advisors reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 16% in Q3 2024, selling an estimated $801K and leaving 172,580 shares worth $4.41M. The position accounts for 1.18% of the portfolio, ranked #24.

Platte River Wealth Advisors first reported a position in IBDT in Q1 2023 and has held it in 7 quarters since. The position peaked at $5.93M in Q2 2023. 291 funds tracked by Wall St. Rank hold IBDT as of Q3 2024.

Platte River Wealth Advisors held 172,580 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.41M as of Q3 2024.
Platte River Wealth Advisors sold 31,751 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2024, an estimated $801K.
iShares iBonds Dec 2028 Term Corporate ETF made up 1.18% of Platte River Wealth Advisors's portfolio in Q3 2024, its #24 holding.
Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 7 quarters since.
Platte River Wealth Advisors's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $5.93M in Q2 2023.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2024.

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