CCWA
IBDN

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-108,738
Closed -$2.72M – 190
2022
Q3 		$2.72M Buy
108,738
+4,358
+4% +$109K 0.34% 32
2022
Q2 		$2.61M Sell
104,380
-7,181
-6% -$180K 0.11% 76
2022
Q1 		$2.79M Sell
111,561
-16,161
-13% -$405K 0.1% 82
2021
Q4 		$3.21M Buy
127,722
+219
+0.2% +$5.52K 0.12% 73
2021
Q3 		$3.23M Sell
127,503
-2,687
-2% -$68.1K 0.13% 74
2021
Q2 		$3.31M Buy
130,190
+6,634
+5% +$169K 0.14% 72
2021
Q1 		$3.15M Sell
123,556
-2,462
-2% -$62.8K 0.15% 71
2020
Q4 		$3.22M Buy
126,018
+16,689
+15% +$427K 0.16% 69
2020
Q3 		$2.8M Buy
109,329
+6,578
+6% +$169K 0.16% 71
2020
Q2 		$2.64M Buy
+102,751
New +$2.61M 0.16% 69
2019
Q4 		$1.67M Buy
65,847
+32,940
+100% +$833K 0.13% 87
2019
Q3 		$833K Buy
32,907
+13,531
+70% +$342K 0.07% 106
2019
Q2 		$489K Buy
19,376
+6,274
+48% +$156K 0.05% 95
2019
Q1 		$326K Buy
+13,102
New +$322K 0.04% 101
2018
Q4 		– Sell
-18,631
Closed -$453K – 144
2018
Q3 		$453K Buy
18,631
+233
+1% +$5.67K 0.04% 111
2018
Q2 		$448K Buy
18,398
+4,504
+32% +$110K 0.04% 112
2018
Q1 		$341K Hold
13,894
– – 0.03% 119
2017
Q4 		$347K Buy
+13,894
New +$348K 0.04% 116

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBDN Position: Q4 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 108,738 shares — an estimated $2.72M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDN in Q4 2017 and held it in 18 quarters. The position peaked at $3.31M in Q2 2021. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 108,738 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $2.72M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2017 and held it in 18 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $3.31M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.