PRWA
Platte River Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.85M | Sell |
308,777
-6,428
| -2% | -$143K | 1.84% | 16 |
|
|
2024
Q2 | $6.7M | Sell |
315,205
-4,800
| -1% | -$102K | 1.88% | 16 |
|
|
2024
Q1 | $6.85M | Buy |
320,005
+57,976
| +22% | +$1.24M | 1.95% | 16 |
|
|
2023
Q4 | $5.67M | Sell |
262,029
-59,888
| -19% | -$1.3M | 1.88% | 16 |
|
|
2023
Q3 | $6.56M | Sell |
321,917
-4,515
| -1% | -$92K | 2.4% | 12 |
|
|
2023
Q2 | $6.92M | Buy |
326,432
+314,732
| +2,690% | +$6.67M | 2.43% | 12 |
|
|
2023
Q1 | $252K | Buy |
+11,700
| New | +$252K | 0.1% | 80 |
|