PRWA
Platte River Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.98M | Sell |
211,792
-10,377
| -5% | -$244K | 1.34% | 17 |
|
|
2024
Q2 | $5.04M | Sell |
222,169
-13,653
| -6% | -$310K | 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% | -$1.39M | 1.54% | 19 |
|
|
2023
Q3 | $5.72M | Buy |
261,117
+735
| +0.3% | +$16.1K | 2.09% | 17 |
|
|
2023
Q2 | $5.85M | Buy |
260,382
+58,662
| +29% | +$1.32M | 2.05% | 18 |
|
|
2023
Q1 | $4.62M | Buy |
+201,720
| New | +$4.62M | 1.77% | 20 |
|