CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
97,990
+10,259
| +12% | +$261K | 0.04% | 114 |
|
|
2025
Q1 | $2.22M | Buy |
87,731
+16,221
| +23% | +$410K | 0.04% | 115 |
|
|
2024
Q4 | $1.78M | Buy |
71,510
+11,802
| +20% | +$294K | 0.03% | 120 |
|
|
2024
Q3 | $1.52M | Sell |
59,708
-1,164
| -2% | -$29.7K | 0.04% | 128 |
|
|
2024
Q2 | $1.51M | Buy |
60,872
+2,892
| +5% | +$71.6K | 0.03% | 123 |
|
|
2024
Q1 | $1.44M | Buy |
57,980
+14,053
| +32% | +$350K | 0.03% | 118 |
|
|
2023
Q4 | $1.1M | Buy |
43,927
+32,252
| +276% | +$809K | 0.03% | 130 |
|
|
2023
Q3 | $281K | Buy |
11,675
+18
| +0.2% | +$433 | 0.01% | 174 |
|
|
2023
Q2 | $286K | Sell |
11,657
-200
| -2% | -$4.9K | 0.01% | 170 |
|
|
2023
Q1 | $296K | Sell |
11,857
-3,364
| -22% | -$83.9K | 0.01% | 182 |
|
|
2022
Q4 | $370K | Buy |
15,221
+3,137
| +26% | +$76.2K | 0.01% | 177 |
|
|
2022
Q3 | $287K | Buy |
12,084
+27
| +0.2% | +$641 | 0.04% | 86 |
|
|
2022
Q2 | $301K | Sell |
12,057
-1,602
| -12% | -$40K | 0.01% | 176 |
|
|
2022
Q1 | $360K | Sell |
13,659
-113
| -0.8% | -$2.98K | 0.01% | 182 |
|
|
2021
Q4 | $390K | Sell |
13,772
-11,634
| -46% | -$329K | 0.01% | 167 |
|
|
2021
Q3 | $728K | Sell |
25,406
-2,025
| -7% | -$58K | 0.03% | 176 |
|
|
2021
Q2 | $793K | Buy |
27,431
+175
| +0.6% | +$5.06K | 0.03% | 172 |
|
|
2021
Q1 | $772K | Sell |
27,256
-3,409
| -11% | -$96.6K | 0.04% | 133 |
|
|
2020
Q4 | $906K | Hold |
30,665
| – | – | 0.04% | 123 |
|
|
2020
Q3 | $892K | Buy |
30,665
+17,549
| +134% | +$510K | 0.05% | 119 |
|
|
2020
Q2 | $378K | Buy |
+13,116
| New | +$378K | 0.02% | 147 |
|