CCWA
IBDL

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-110,289
Closed -$2.78M – 167
2020
Q3 		$2.78M Buy
110,289
+5,836
+6% +$147K 0.16% 72
2020
Q2 		$2.65M Buy
+104,453
New +$2.64M 0.16% 68
2019
Q4 		$3.08M Buy
121,769
+23,438
+24% +$593K 0.24% 57
2019
Q3 		$2.5M Buy
98,331
+9,168
+10% +$232K 0.22% 60
2019
Q2 		$2.26M Buy
89,163
+20,939
+31% +$528K 0.23% 58
2019
Q1 		$1.72M Buy
68,224
+10,436
+18% +$262K 0.19% 63
2018
Q4 		$1.44M Buy
57,788
+38,666
+202% +$965K 0.14% 83
2018
Q3 		$479K Buy
19,122
+226
+1% +$5.66K 0.04% 108
2018
Q2 		$473K Buy
18,896
+5,182
+38% +$130K 0.05% 108
2018
Q1 		$344K Hold
13,714
– – 0.03% 117
2017
Q4 		$347K Buy
+13,714
New +$349K 0.04% 115

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBDL Position: Q4 2020 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 110,289 shares — an estimated $2.78M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDL in Q4 2017 and held it in 11 quarters. The position peaked at $3.08M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 110,289 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $2.78M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and held it in 11 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $3.08M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.