CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Sell |
289,674
-34,674
| -11% | -$797K | 0.11% | 72 |
|
|
2025
Q1 | $7.46M | Sell |
324,348
-47,085
| -13% | -$1.08M | 0.14% | 68 |
|
|
2024
Q4 | $8.54M | Sell |
371,433
-7,699
| -2% | -$177K | 0.17% | 58 |
|
|
2024
Q3 | $8.89M | Sell |
379,132
-6,024
| -2% | -$141K | 0.2% | 56 |
|
|
2024
Q2 | $8.69M | Sell |
385,156
-10,233
| -3% | -$231K | 0.19% | 54 |
|
|
2024
Q1 | $9M | Sell |
395,389
-8,562
| -2% | -$195K | 0.21% | 53 |
|
|
2023
Q4 | $9.31M | Sell |
403,951
-18,429
| -4% | -$425K | 0.23% | 53 |
|
|
2023
Q3 | $9.31M | Sell |
422,380
-12,600
| -3% | -$278K | 0.26% | 48 |
|
|
2023
Q2 | $9.96M | Sell |
434,980
-34,413
| -7% | -$788K | 0.28% | 49 |
|
|
2023
Q1 | $11M | Buy |
469,393
+20,553
| +5% | +$481K | 0.32% | 48 |
|
|
2022
Q4 | $10.2M | Sell |
448,840
-24,843
| -5% | -$564K | 0.38% | 44 |
|
|
2022
Q3 | $10.8M | Sell |
473,683
-2,449
| -0.5% | -$55.7K | 1.33% | 13 |
|
|
2022
Q2 | $11.4M | Sell |
476,132
-4,067
| -0.8% | -$97.2K | 0.47% | 39 |
|
|
2022
Q1 | $12M | Sell |
480,199
-21,870
| -4% | -$545K | 0.43% | 42 |
|
|
2021
Q4 | $13.4M | Buy |
502,069
+32,524
| +7% | +$868K | 0.49% | 40 |
|
|
2021
Q3 | $12.5M | Buy |
469,545
+11,002
| +2% | +$292K | 0.49% | 39 |
|
|
2021
Q2 | $12.2M | Buy |
458,543
+23,831
| +5% | +$634K | 0.5% | 38 |
|
|
2021
Q1 | $11.4M | Buy |
434,712
+61,928
| +17% | +$1.62M | 0.54% | 37 |
|
|
2020
Q4 | $10.2M | Buy |
372,784
+55,873
| +18% | +$1.52M | 0.5% | 40 |
|
|
2020
Q3 | $8.86M | Buy |
316,911
+15,602
| +5% | +$436K | 0.5% | 42 |
|
|
2020
Q2 | $8.43M | Buy |
+301,309
| New | +$8.43M | 0.51% | 40 |
|
|
2019
Q4 | $7.25M | Buy |
279,301
+48,817
| +21% | +$1.27M | 0.58% | 27 |
|
|
2019
Q3 | $6.07M | Buy |
230,484
+55,135
| +31% | +$1.45M | 0.53% | 30 |
|
|
2019
Q2 | $4.53M | Buy |
175,349
+51,901
| +42% | +$1.34M | 0.45% | 35 |
|
|
2019
Q1 | $3.12M | Buy |
123,448
+33,087
| +37% | +$835K | 0.34% | 47 |
|
|
2018
Q4 | $2.23M | Buy |
90,361
+5,489
| +6% | +$135K | 0.22% | 63 |
|
|
2018
Q3 | $2.07M | Buy |
84,872
+13,655
| +19% | +$332K | 0.19% | 63 |
|
|
2018
Q2 | $1.75M | Buy |
71,217
+20,861
| +41% | +$514K | 0.17% | 66 |
|
|
2018
Q1 | $1.24M | Buy |
+50,356
| New | +$1.24M | 0.12% | 79 |
|