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Platte River Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Platte River Wealth Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$6.85M Sell
308,777
-6,428
-2% -$140K 1.84% 16
2024
Q2 		$6.7M Sell
315,205
-4,800
-1% -$101K 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% -$1.24M 1.88% 16
2023
Q3 		$6.56M Sell
321,917
-4,515
-1% -$94K 2.4% 12
2023
Q2 		$6.92M Buy
326,432
+314,732
+2,690% +$6.71M 2.43% 12
2023
Q1 		$252K Buy
+11,700
New +$249K 0.1% 80

Other funds holding IBDV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Platte River Wealth Advisors reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2% in Q3 2024, selling an estimated $140K and leaving 308,777 shares worth $6.85M. The position accounts for 1.84% of the portfolio, ranked #16.

Platte River Wealth Advisors first reported a position in IBDV in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.92M in Q2 2023. 189 funds tracked by Wall St. Rank hold IBDV as of Q3 2024.

  • Platte River Wealth Advisors held 308,777 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $6.85M as of Q3 2024.
  • Platte River Wealth Advisors sold 6,428 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2024, an estimated $140K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 1.84% of Platte River Wealth Advisors's portfolio in Q3 2024, its #16 holding.
  • Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 7 quarters since.
  • Platte River Wealth Advisors's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $6.92M in Q2 2023.
  • 189 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2024.

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