PRWA
Platte River Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.78M | Buy |
225,338
+3,311
| +1% | +$70.3K | 1.28% | 19 |
|
|
2024
Q2 | $4.5M | Sell |
222,027
-7,715
| -3% | -$157K | 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% | -$463K | 1.07% | 24 |
|
|
2023
Q3 | $3.46M | Sell |
178,256
-13,370
| -7% | -$259K | 1.26% | 21 |
|
|
2023
Q2 | $3.88M | Buy |
191,626
+179,476
| +1,477% | +$3.64M | 1.36% | 22 |
|
|
2023
Q1 | $251K | Buy |
+12,150
| New | +$251K | 0.1% | 82 |
|