CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.16M	Buy
2025 Q2	$1.03M	Sell
2025 Q1	$1.12M	Buy
2024 Q4	$988K	Buy
2024 Q3	$844K	Hold
2024 Q2	$807K	Buy
2024 Q1	$777K	Buy
2023 Q4	$762K	Buy
2023 Q3	$362K	Buy