CCWA
IBDH

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-17,856
Closed -$449K – 130
2018
Q2 		$449K Buy
17,856
+3,951
+28% +$99.4K 0.04% 111
2018
Q1 		$350K Hold
13,905
– – 0.04% 114
2017
Q4 		$349K Buy
+13,905
New +$349K 0.04% 111