PRWA
IBTD

Platte River Wealth Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-211,700
Closed -$5.25M 103
2023
Q1
$5.25M Buy
211,700
+141,938
+203% +$3.52M 2.02% 16
2022
Q4
$1.72M Buy
+69,762
New +$1.72M 0.73% 32