PRWA
IBTE

Platte River Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Platte River Wealth Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-72,093
Closed -$1.72M – 98
2022
Q4 		$1.72M Buy
+72,093
New +$1.72M 0.73% 33

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Platte River Wealth Advisors's IBTE Position: Q1 2023 in Review

Platte River Wealth Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2023, closing a stake of 72,093 shares — an estimated $1.72M sold.

Platte River Wealth Advisors first reported a position in IBTE in Q4 2022 and held it in 1 quarter. The position peaked at $1.72M in Q4 2022. 203 funds tracked by Wall St. Rank hold IBTE as of Q1 2023.

  • Platte River Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Platte River Wealth Advisors sold 72,093 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2023, an estimated $1.72M.
  • Platte River Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Platte River Wealth Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.72M in Q4 2022.
  • 203 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2023.

Based on Platte River Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.