CCWA
IBDP

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-260,677
Closed -$6.57M – 195
2024
Q3 		$6.57M Sell
260,677
-51,184
-16% -$1.29M 0.15% 63
2024
Q2 		$7.84M Sell
311,861
-36,203
-10% -$907K 0.17% 58
2024
Q1 		$8.72M Sell
348,064
-228,461
-40% -$5.71M 0.2% 54
2023
Q4 		$14.4M Buy
576,525
+236,087
+69% +$5.85M 0.36% 47
2023
Q3 		$8.42M Buy
340,438
+188,173
+124% +$4.64M 0.24% 49
2023
Q2 		$3.75M Buy
152,265
+62,962
+71% +$1.55M 0.11% 69
2023
Q1 		$2.2M Sell
89,303
-488
-0.5% -$12K 0.06% 96
2022
Q4 		$2.19M Sell
89,791
-13,326
-13% -$325K 0.08% 97
2022
Q3 		$2.51M Buy
103,117
+4,987
+5% +$123K 0.31% 35
2022
Q2 		$2.43M Sell
98,130
-6,173
-6% -$153K 0.1% 84
2022
Q1 		$2.62M Buy
104,303
+2,203
+2% +$56.1K 0.09% 88
2021
Q4 		$2.65M Buy
102,100
+16,931
+20% +$441K 0.1% 91
2021
Q3 		$2.24M Sell
85,169
-5,254
-6% -$138K 0.09% 94
2021
Q2 		$2.38M Buy
90,423
+2,455
+3% +$64.8K 0.1% 89
2021
Q1 		$2.32M Buy
87,968
+7,141
+9% +$189K 0.11% 86
2020
Q4 		$2.15M Buy
80,827
+10,479
+15% +$277K 0.11% 86
2020
Q3 		$1.86M Buy
70,348
+10,901
+18% +$289K 0.1% 88
2020
Q2 		$1.57M Buy
+59,447
New +$1.53M 0.1% 91
2019
Q4 		$1.88M Buy
73,291
+61,421
+517% +$1.58M 0.15% 77
2019
Q3 		$305K Buy
+11,870
New +$303K 0.03% 132
2018
Q4 		– Sell
-18,279
Closed -$441K – 141
2018
Q3 		$441K Buy
18,279
+235
+1% +$5.67K 0.04% 112
2018
Q2 		$434K Buy
18,044
+4,139
+30% +$99.7K 0.04% 114
2018
Q1 		$339K Hold
13,905
– – 0.03% 120
2017
Q4 		$348K Buy
+13,905
New +$349K 0.04% 112

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBDP Position: Q4 2024 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 260,677 shares — an estimated $6.57M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDP in Q4 2017 and held it in 24 quarters. The position peaked at $14.4M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 260,677 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $6.57M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2017 and held it in 24 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $14.4M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.