CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.76M | Sell |
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|
2021
Q2 | $2.87M | Sell |
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|
2021
Q1 | $2.95M | Sell |
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|
2020
Q4 | $3.02M | Buy |
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|
2020
Q3 | $2.65M | Buy |
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2020
Q2 | $2.51M | Buy |
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|
2019
Q4 | $1.72M | Buy |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $765K | Buy |
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|
2019
Q1 | $403K | Buy |
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|
2018
Q4 | $249K | Sell |
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|
2018
Q3 | $476K | Buy |
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|
2018
Q2 | $471K | Buy |
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|
2018
Q1 | $342K | Hold |
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|
2017
Q4 | $347K | Buy |
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