CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
89,988
+8,481
| +10% | +$198K | 0.04% | 125 |
|
|
2025
Q1 | $1.89M | Buy |
81,507
+6,074
| +8% | +$140K | 0.04% | 127 |
|
|
2024
Q4 | $1.72M | Buy |
+75,433
| New | +$1.72M | 0.03% | 124 |
|
|
2024
Q3 | – | Sell |
-29,115
| Closed | -$660K | – | 186 |
|
|
2024
Q2 | $660K | Buy |
29,115
+1,671
| +6% | +$37.9K | 0.01% | 153 |
|
|
2024
Q1 | $626K | Buy |
27,444
+12,764
| +87% | +$291K | 0.01% | 154 |
|
|
2023
Q4 | $339K | Buy |
+14,680
| New | +$339K | 0.01% | 174 |
|
|
2021
Q4 | – | Sell |
-17,972
| Closed | -$478K | – | 220 |
|
|
2021
Q3 | $478K | Sell |
17,972
-2,190
| -11% | -$58.2K | 0.02% | 232 |
|
|
2021
Q2 | $541K | Buy |
20,162
+189
| +0.9% | +$5.07K | 0.02% | 218 |
|
|
2021
Q1 | $522K | Hold |
19,973
| – | – | 0.02% | 151 |
|
|
2020
Q4 | $549K | Buy |
19,973
+769
| +4% | +$21.1K | 0.03% | 140 |
|
|
2020
Q3 | $519K | Buy |
+19,204
| New | +$519K | 0.03% | 140 |
|