Platte River Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.64M	Buy	180,513 +2,617	+1%	+$66.1K	1.24%	22
2024 Q2	$4.37M	Sell	177,896 -8,173	-4%	-$200K	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%	-$271K	1.07%	23
2023 Q3	$3.29M	Sell	139,990 -10,990	-7%	-$265K	1.2%	24
2023 Q2	$3.72M	Buy	+150,980	New	+$3.74M	1.3%	23

Other funds holding IBDX

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 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

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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

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

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

Platte River Wealth Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.5% in Q3 2024, buying an estimated $66.1K and bringing the position to 180,513 shares worth $4.64M. The position accounts for 1.24% of the portfolio, ranked #22.

Platte River Wealth Advisors first reported a position in IBDX in Q2 2023 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold IBDX as of Q3 2024.

Platte River Wealth Advisors held 180,513 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $4.64M as of Q3 2024.
Platte River Wealth Advisors bought 2,617 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2024, an estimated $66.1K.
iShares iBonds Dec 2032 Term Corporate ETF made up 1.24% of Platte River Wealth Advisors's portfolio in Q3 2024, its #22 holding.
Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q2 2023 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2024.

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