Platte River Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.98M	Sell	211,792 -10,377	-5%	-$241K	1.34%	17
2024 Q2	$5.04M	Sell	222,169 -13,653	-6%	-$308K	1.41%	20
2024 Q1	$5.38M	Buy	235,822 +34,803	+17%	+$794K	1.53%	21
2023 Q4	$4.64M	Sell	201,019 -60,098	-23%	-$1.33M	1.54%	19
2023 Q3	$5.72M	Buy	261,117 +735	+0.3%	+$16.3K	2.09%	17
2023 Q2	$5.85M	Buy	260,382 +58,662	+29%	+$1.33M	2.05%	18
2023 Q1	$4.62M	Buy	+201,720	New	+$4.56M	1.77%	20

Other funds holding IBDU

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

CAI

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Platte River Wealth Advisors reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.7% in Q3 2024, selling an estimated $241K and leaving 211,792 shares worth $4.98M. The position accounts for 1.34% of the portfolio, ranked #17.

Platte River Wealth Advisors first reported a position in IBDU in Q1 2023 and has held it in 7 quarters since. The position peaked at $5.85M in Q2 2023. 225 funds tracked by Wall St. Rank hold IBDU as of Q3 2024.

Platte River Wealth Advisors held 211,792 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.98M as of Q3 2024.
Platte River Wealth Advisors sold 10,377 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2024, an estimated $241K.
iShares iBonds Dec 2029 Term Corporate ETF made up 1.34% of Platte River Wealth Advisors's portfolio in Q3 2024, its #17 holding.
Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and has held it in 7 quarters since.
Platte River Wealth Advisors's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $5.85M in Q2 2023.
225 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2024.

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