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

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