CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
178,281
+32,126
| +22% | +$779K | 0.07% | 93 |
|
|
2025
Q1 | $3.54M | Buy |
146,155
+20,613
| +16% | +$499K | 0.07% | 95 |
|
|
2024
Q4 | $3.02M | Buy |
125,542
+16,220
| +15% | +$390K | 0.06% | 89 |
|
|
2024
Q3 | $2.66M | Sell |
109,322
-10,920
| -9% | -$265K | 0.06% | 98 |
|
|
2024
Q2 | $2.86M | Sell |
120,242
-2,364
| -2% | -$56.3K | 0.06% | 84 |
|
|
2024
Q1 | $2.92M | Buy |
122,606
+10,306
| +9% | +$246K | 0.07% | 81 |
|
|
2023
Q4 | $2.68M | Buy |
112,300
+54,809
| +95% | +$1.31M | 0.07% | 86 |
|
|
2023
Q3 | $1.34M | Buy |
57,491
+15,666
| +37% | +$366K | 0.04% | 112 |
|
|
2023
Q2 | $982K | Buy |
41,825
+819
| +2% | +$19.2K | 0.03% | 129 |
|
|
2023
Q1 | $973K | Sell |
41,006
-3,220
| -7% | -$76.4K | 0.03% | 133 |
|
|
2022
Q4 | $1.03M | Sell |
44,226
-26,890
| -38% | -$628K | 0.04% | 132 |
|
|
2022
Q3 | $1.64M | Buy |
71,116
+628
| +0.9% | +$14.5K | 0.2% | 45 |
|
|
2022
Q2 | $1.68M | Sell |
70,488
-5,118
| -7% | -$122K | 0.07% | 111 |
|
|
2022
Q1 | $1.86M | Sell |
75,606
-7,248
| -9% | -$179K | 0.07% | 109 |
|
|
2021
Q4 | $2.16M | Buy |
82,854
+8,674
| +12% | +$226K | 0.08% | 97 |
|
|
2021
Q3 | $1.97M | Sell |
74,180
-6,291
| -8% | -$167K | 0.08% | 102 |
|
|
2021
Q2 | $2.14M | Buy |
80,471
+1,257
| +2% | +$33.4K | 0.09% | 95 |
|
|
2021
Q1 | $2.09M | Buy |
79,214
+14,845
| +23% | +$391K | 0.1% | 96 |
|
|
2020
Q4 | $1.74M | Buy |
64,369
+7,644
| +13% | +$207K | 0.09% | 94 |
|
|
2020
Q3 | $1.52M | Buy |
56,725
+15,332
| +37% | +$411K | 0.09% | 93 |
|
|
2020
Q2 | $1.1M | Buy |
+41,393
| New | +$1.1M | 0.07% | 106 |
|
|
2019
Q4 | $876K | Buy |
34,258
+3,899
| +13% | +$99.7K | 0.07% | 115 |
|
|
2019
Q3 | $773K | Buy |
30,359
+16,623
| +121% | +$423K | 0.07% | 110 |
|
|
2019
Q2 | $344K | Buy |
13,736
+3,037
| +28% | +$76.1K | 0.03% | 101 |
|
|
2019
Q1 | $259K | Buy |
+10,699
| New | +$259K | 0.03% | 104 |
|