CCWA
IBDM

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-111,529
Closed -$2.76M – 306
2021
Q3 		$2.76M Sell
111,529
-4,401
-4% -$109K 0.11% 79
2021
Q2 		$2.87M Sell
115,930
-2,660
-2% -$66K 0.12% 81
2021
Q1 		$2.95M Sell
118,590
-2,503
-2% -$62.2K 0.14% 77
2020
Q4 		$3.02M Buy
121,093
+15,278
+14% +$382K 0.15% 72
2020
Q3 		$2.65M Buy
105,815
+5,909
+6% +$148K 0.15% 75
2020
Q2 		$2.51M Buy
+99,906
New +$2.5M 0.15% 70
2019
Q4 		$1.72M Buy
68,968
+25,282
+58% +$631K 0.14% 83
2019
Q3 		$1.09M Buy
43,686
+12,991
+42% +$324K 0.1% 94
2019
Q2 		$765K Buy
30,695
+14,402
+88% +$356K 0.08% 85
2019
Q1 		$403K Buy
16,293
+6,081
+60% +$149K 0.04% 98
2018
Q4 		$249K Sell
10,212
-9,338
-48% -$226K 0.02% 132
2018
Q3 		$476K Buy
19,550
+233
+1% +$5.68K 0.04% 109
2018
Q2 		$471K Buy
19,317
+5,323
+38% +$130K 0.05% 109
2018
Q1 		$342K Hold
13,994
– – 0.03% 118
2017
Q4 		$347K Buy
+13,994
New +$349K 0.04% 117

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBDM Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 111,529 shares — an estimated $2.76M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDM in Q4 2017 and held it in 15 quarters. The position peaked at $3.02M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 111,529 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $2.76M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2017 and held it in 15 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $3.02M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.