CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.83M	Buy
2025 Q2	$1.1M	Sell
2025 Q1	$1.2M	Buy
2024 Q4	$1.11M	Buy
2024 Q3	$919K	Buy
2024 Q2	$869K	Buy
2024 Q1	$836K	Buy
2023 Q4	$444K	Buy