CCWA
IBDL
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$2.65M | 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% | +$233K | 0.22% | 60 |
|
|
2019
Q2 | $2.26M | Buy |
89,163
+20,939
| +31% | +$531K | 0.23% | 58 |
|
|
2019
Q1 | $1.72M | Buy |
68,224
+10,436
| +18% | +$263K | 0.19% | 63 |
|
|
2018
Q4 | $1.44M | Buy |
57,788
+38,666
| +202% | +$966K | 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 | +$347K | 0.04% | 115 |
|