CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Buy |
260,361
+43,624
| +20% | +$1.1M | 0.11% | 73 |
|
|
2025
Q1 | $5.45M | Buy |
216,737
+21,335
| +11% | +$537K | 0.1% | 77 |
|
|
2024
Q4 | $4.89M | Buy |
195,402
+26,113
| +15% | +$654K | 0.09% | 69 |
|
|
2024
Q3 | $4.25M | Buy |
169,289
+9,518
| +6% | +$239K | 0.1% | 74 |
|
|
2024
Q2 | $3.97M | Sell |
159,771
-3,167
| -2% | -$78.7K | 0.09% | 73 |
|
|
2024
Q1 | $4.04M | Sell |
162,938
-77,946
| -32% | -$1.93M | 0.09% | 71 |
|
|
2023
Q4 | $5.96M | Buy |
240,884
+135,737
| +129% | +$3.36M | 0.15% | 61 |
|
|
2023
Q3 | $2.56M | Buy |
105,147
+18,443
| +21% | +$449K | 0.07% | 81 |
|
|
2023
Q2 | $2.11M | Buy |
86,704
+12,637
| +17% | +$308K | 0.06% | 97 |
|
|
2023
Q1 | $1.82M | Sell |
74,067
-5,775
| -7% | -$142K | 0.05% | 108 |
|
|
2022
Q4 | $1.94M | Buy |
79,842
+6,024
| +8% | +$147K | 0.07% | 104 |
|
|
2022
Q3 | $1.78M | Buy |
73,818
+2,435
| +3% | +$58.7K | 0.22% | 43 |
|
|
2022
Q2 | $1.76M | Sell |
71,383
-4,597
| -6% | -$114K | 0.07% | 109 |
|
|
2022
Q1 | $1.92M | Buy |
75,980
+2,284
| +3% | +$57.7K | 0.07% | 108 |
|
|
2021
Q4 | $1.95M | Sell |
73,696
-9,158
| -11% | -$242K | 0.07% | 101 |
|
|
2021
Q3 | $2.22M | Sell |
82,854
-4,542
| -5% | -$122K | 0.09% | 95 |
|
|
2021
Q2 | $2.36M | Buy |
87,396
+2,351
| +3% | +$63.5K | 0.1% | 90 |
|
|
2021
Q1 | $2.28M | Buy |
85,045
+10,157
| +14% | +$273K | 0.11% | 88 |
|
|
2020
Q4 | $2.05M | Buy |
74,888
+27,773
| +59% | +$760K | 0.1% | 88 |
|
|
2020
Q3 | $1.28M | Buy |
47,115
+10,416
| +28% | +$283K | 0.07% | 100 |
|
|
2020
Q2 | $990K | Buy |
+36,699
| New | +$990K | 0.06% | 112 |
|
|
2019
Q4 | $1.25M | Buy |
48,075
+36,661
| +321% | +$951K | 0.1% | 96 |
|
|
2019
Q3 | $295K | Buy |
+11,414
| New | +$295K | 0.03% | 134 |
|