CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
49,191
-4,701
| -9% | -$98.9K | 0.02% | 158 |
|
|
2025
Q1 | $1.12M | Buy |
53,892
+5,360
| +11% | +$111K | 0.02% | 149 |
|
|
2024
Q4 | $988K | Buy |
48,532
+8,739
| +22% | +$178K | 0.02% | 144 |
|
|
2024
Q3 | $844K | Hold |
39,793
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $807K | Buy |
39,793
+1,850
| +5% | +$37.5K | 0.02% | 146 |
|
|
2024
Q1 | $777K | Buy |
37,943
+1,233
| +3% | +$25.3K | 0.02% | 145 |
|
|
2023
Q4 | $762K | Buy |
36,710
+18,020
| +96% | +$374K | 0.02% | 150 |
|
|
2023
Q3 | $362K | Buy |
+18,690
| New | +$362K | 0.01% | 169 |
|