CCWA
IBDO

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-288,129
Closed -$7.31M – 198
2023
Q3 		$7.31M Sell
288,129
-138,985
-33% -$3.51M 0.2% 54
2023
Q2 		$10.8M Buy
427,114
+258,480
+153% +$6.52M 0.3% 48
2023
Q1 		$4.25M Buy
168,634
+42,640
+34% +$1.07M 0.13% 64
2022
Q4 		$3.15M Sell
125,994
-189
-0.1% -$4.72K 0.12% 79
2022
Q3 		$3.15M Buy
126,183
+4,480
+4% +$112K 0.39% 28
2022
Q2 		$3.05M Buy
121,703
+2,463
+2% +$62K 0.13% 70
2022
Q1 		$3.01M Buy
119,240
+10,739
+10% +$273K 0.11% 79
2021
Q4 		$2.79M Buy
108,501
+425
+0.4% +$11K 0.1% 86
2021
Q3 		$2.81M Sell
108,076
-3,910
-3% -$102K 0.11% 77
2021
Q2 		$2.92M Buy
111,986
+5,182
+5% +$135K 0.12% 80
2021
Q1 		$2.79M Buy
106,804
+9,381
+10% +$246K 0.13% 80
2020
Q4 		$2.56M Buy
97,423
+33,866
+53% +$888K 0.13% 78
2020
Q3 		$1.67M Buy
63,557
+589
+0.9% +$15.5K 0.09% 90
2020
Q2 		$1.65M Buy
+62,968
New +$1.62M 0.1% 88
2019
Q4 		$1.14M Buy
44,749
+14,400
+47% +$368K 0.09% 100
2019
Q3 		$777K Buy
30,349
+11,413
+60% +$291K 0.07% 109
2019
Q2 		$481K Buy
18,936
+6,238
+49% +$156K 0.05% 96
2019
Q1 		$318K Buy
+12,698
New +$312K 0.03% 102
2018
Q4 		– Sell
-18,166
Closed -$441K – 142
2018
Q3 		$441K Buy
18,166
+233
+1% +$5.67K 0.04% 113
2018
Q2 		$435K Buy
17,933
+4,100
+30% +$99.6K 0.04% 113
2018
Q1 		$339K Hold
13,833
– – 0.03% 121
2017
Q4 		$347K Buy
+13,833
New +$348K 0.04% 114

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBDO Position: Q4 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 288,129 shares — an estimated $7.31M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDO in Q4 2017 and held it in 22 quarters. The position peaked at $10.8M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 288,129 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $7.31M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2017 and held it in 22 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $10.8M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.