Platte River Wealth Advisors, LLC IBDR Holdings History
Platte River Wealth Advisors, LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2024-09-30, Platte River Wealth Advisors, LLC held 183,117.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $4.45 Mil. This investment constitutes 1.19% of their stock portfolio, and Platte River Wealth Advisors, LLC now holds 0.15% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2023Q1. And since then Platte River Wealth Advisors, LLC has made 3 purchases of IBDR, at an average price of $23.48, for a total of 311,152.00 shares. In addition, there have been 4 sales at an average price of $23.85 for 128,035.00 shares. Based on historical transaction data and IBDR's current price of $24.21, Platte River Wealth Advisors, LLC's estimated gain on his IBDR holdings is $181,145.96, reflecting a 2.48% gain to date.
Platte River Wealth Advisors, LLC IBDR ($24.21) Holding Chart
Platte River Wealth Advisors, LLC IBDR ($24.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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