PRWA
Platte River Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $4.64M | Buy |
180,513
+2,617
| +1% | +$67.3K | 1.24% | 22 |
|
2024
Q2 | $4.37M | Sell |
177,896
-8,173
| -4% | -$201K | 1.23% | 23 |
|
2024
Q1 | $4.62M | Buy |
186,069
+57,420
| +45% | +$1.42M | 1.32% | 24 |
|
2023
Q4 | $3.25M | Sell |
128,649
-11,341
| -8% | -$286K | 1.07% | 23 |
|
2023
Q3 | $3.29M | Sell |
139,990
-10,990
| -7% | -$258K | 1.2% | 24 |
|
2023
Q2 | $3.72M | Buy |
+150,980
| New | +$3.72M | 1.3% | 23 |
|