CCWA
IBDK

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-42,602
Closed -$1.06M – 156
2019
Q3 		$1.06M Buy
42,602
+7,026
+20% +$175K 0.09% 96
2019
Q2 		$885K Buy
35,576
+12,557
+55% +$312K 0.09% 81
2019
Q1 		$572K Buy
23,019
+6,074
+36% +$151K 0.06% 91
2018
Q4 		$420K Buy
16,945
+4,485
+36% +$111K 0.04% 126
2018
Q3 		$309K Sell
12,460
-13,636
-52% -$338K 0.03% 117
2018
Q2 		$647K Buy
26,096
+12,091
+86% +$299K 0.06% 101
2018
Q1 		$347K Hold
14,005
– – 0.03% 115
2017
Q4 		$348K Buy
+14,005
New +$349K 0.04% 113

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBDK Position: Q4 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 42,602 shares — an estimated $1.06M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDK in Q4 2017 and held it in 8 quarters. The position peaked at $1.06M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 42,602 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $1.06M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2017 and held it in 8 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.06M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.