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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-17,856	Closed	-$449K	–	130
2018 Q2	$449K	Buy	17,856 +3,951	+28%	+$99.2K	0.04%	111
2018 Q1	$350K	Hold	13,905	–	–	0.04%	114
2017 Q4	$349K	Buy	+13,905	New	+$350K	0.04%	111

Other funds holding IBDH

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBDH Position: Q3 2018 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q3 2018, closing a stake of 17,856 shares — an estimated $449K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDH in Q4 2017 and held it in 3 quarters. The position peaked at $449K in Q2 2018. 70 funds tracked by Wall St. Rank hold IBDH as of Q3 2018.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 17,856 iShares iBonds Dec 2018 Term Corporate ETF shares in Q3 2018, an estimated $449K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q4 2017 and held it in 3 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $449K in Q2 2018.
70 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q3 2018.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.