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
2026 Q1	$3.28M	Buy	140,902 +34,710	+33%	+$812K	0.05%	114
2025 Q4	$2.49M	Sell	106,192 -162	-0.2%	-$3.8K	0.04%	120
2025 Q3	$2.5M	Buy	106,354 +16,366	+18%	+$382K	0.04%	117
2025 Q2	$2.1M	Buy	89,988 +8,481	+10%	+$196K	0.04%	125
2025 Q1	$1.89M	Buy	81,507 +6,074	+8%	+$139K	0.04%	127
2024 Q4	$1.72M	Buy	+75,433	New	+$1.74M	0.03%	124
2024 Q3	–	Sell	-29,115	Closed	-$660K	–	186
2024 Q2	$660K	Buy	29,115 +1,671	+6%	+$37.7K	0.01%	153
2024 Q1	$626K	Buy	27,444 +12,764	+87%	+$291K	0.01%	154
2023 Q4	$339K	Buy	+14,680	New	+$325K	0.01%	174
2021 Q4	–	Sell	-17,972	Closed	-$478K	–	220
2021 Q3	$478K	Sell	17,972 -2,190	-11%	-$59K	0.02%	232
2021 Q2	$541K	Buy	20,162 +189	+0.9%	+$5K	0.02%	218
2021 Q1	$522K	Hold	19,973	–	–	0.02%	151
2020 Q4	$549K	Buy	19,973 +769	+4%	+$20.9K	0.03%	140
2020 Q3	$519K	Buy	+19,204	New	+$522K	0.03%	140