Platte River Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.78M	Buy	225,338 +3,311	+1%	+$69K	1.28%	19
2024 Q2	$4.5M	Sell	222,027 -7,715	-3%	-$156K	1.26%	21
2024 Q1	$4.71M	Buy	229,742 +73,792	+47%	+$1.51M	1.34%	22
2023 Q4	$3.24M	Sell	155,950 -22,306	-13%	-$439K	1.07%	24
2023 Q3	$3.46M	Sell	178,256 -13,370	-7%	-$266K	1.26%	21
2023 Q2	$3.88M	Buy	191,626 +179,476	+1,477%	+$3.66M	1.36%	22
2023 Q1	$251K	Buy	+12,150	New	+$248K	0.1%	82

Other funds holding IBDW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACA

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

CIA

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

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

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RJFSA

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

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

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

Platte River Wealth Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 1.5% in Q3 2024, buying an estimated $69K and bringing the position to 225,338 shares worth $4.78M. The position accounts for 1.28% of the portfolio, ranked #19.

Platte River Wealth Advisors first reported a position in IBDW in Q1 2023 and has held it in 7 quarters since. 153 funds tracked by Wall St. Rank hold IBDW as of Q3 2024.

Platte River Wealth Advisors held 225,338 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $4.78M as of Q3 2024.
Platte River Wealth Advisors bought 3,311 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2024, an estimated $69K.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.28% of Platte River Wealth Advisors's portfolio in Q3 2024, its #19 holding.
Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and has held it in 7 quarters since.
153 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2024.

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