CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.91M | Buy |
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2025
Q2 | $4.32M | Buy |
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2025
Q1 | $3.54M | Buy |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $2.66M | Sell |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $2.92M | Buy |
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|
2023
Q4 | $2.68M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $982K | Buy |
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|
2023
Q1 | $973K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $1.97M | Sell |
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|
2021
Q2 | $2.14M | Buy |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.1M | Buy |
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|
2019
Q4 | $876K | Buy |
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|
2019
Q3 | $773K | Buy |
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|
2019
Q2 | $344K | Buy |
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|
2019
Q1 | $259K | Buy |
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