CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
49,942
-5,345
| -10% | -$117K | 0.02% | 156 |
|
|
2025
Q1 | $1.2M | Buy |
55,287
+3,440
| +7% | +$74.7K | 0.02% | 146 |
|
|
2024
Q4 | $1.11M | Buy |
51,847
+10,377
| +25% | +$222K | 0.02% | 142 |
|
|
2024
Q3 | $919K | Buy |
41,470
+598
| +1% | +$13.3K | 0.02% | 144 |
|
|
2024
Q2 | $869K | Buy |
40,872
+1,789
| +5% | +$38K | 0.02% | 141 |
|
|
2024
Q1 | $836K | Buy |
39,083
+18,568
| +91% | +$397K | 0.02% | 141 |
|
|
2023
Q4 | $444K | Buy |
+20,515
| New | +$444K | 0.01% | 170 |
|