CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Sell |
37,009
-1,004
| -3% | -$25.4K | 0.02% | 167 |
|
|
2025
Q1 | $950K | Sell |
38,013
-1,208
| -3% | -$30.2K | 0.02% | 155 |
|
|
2024
Q4 | $964K | Buy |
39,221
+5,784
| +17% | +$142K | 0.02% | 147 |
|
|
2024
Q3 | $860K | Buy |
33,437
+3,096
| +10% | +$79.6K | 0.02% | 148 |
|
|
2024
Q2 | $745K | Buy |
30,341
+1,528
| +5% | +$37.5K | 0.02% | 150 |
|
|
2024
Q1 | $715K | Buy |
28,813
+13,806
| +92% | +$343K | 0.02% | 148 |
|
|
2023
Q4 | $379K | Buy |
+15,007
| New | +$379K | 0.01% | 172 |
|