CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
+35,168
| New | +$911K | 0.02% | 168 |
|
|
2025
Q1 | – | Sell |
-36,116
| Closed | -$907K | – | 198 |
|
|
2024
Q4 | $907K | Buy |
+36,116
| New | +$907K | 0.02% | 153 |
|
|
2024
Q3 | – | Sell |
-22,281
| Closed | -$561K | – | 187 |
|
|
2024
Q2 | $561K | Buy |
22,281
+1,491
| +7% | +$37.6K | 0.01% | 157 |
|
|
2024
Q1 | $530K | Buy |
20,790
+9,332
| +81% | +$238K | 0.01% | 162 |
|
|
2023
Q4 | $296K | Buy |
+11,458
| New | +$296K | 0.01% | 178 |
|