CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.19M	Buy
2025 Q2	$936K	Sell
2025 Q1	$950K	Sell
2024 Q4	$964K	Buy
2024 Q3	$860K	Buy
2024 Q2	$745K	Buy
2024 Q1	$715K	Buy
2023 Q4	$379K	Buy