CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.5M | Buy |
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2025
Q2 | $2.1M | Buy |
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2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.72M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $339K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $541K | Buy |
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|
2021
Q1 | $522K | Hold |
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|
2020
Q4 | $549K | Buy |
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|
2020
Q3 | $519K | Buy |
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