CCWA
IBMF

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-10,076
Closed -$277K – 170
2015
Q2 		$277K Buy
+10,076
New +$277K 0.06% 137

Other funds holding IBMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBMF Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2015, closing a stake of 10,076 shares — an estimated $277K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMF in Q2 2015 and held it in 1 quarter. The position peaked at $277K in Q2 2015. 50 funds tracked by Wall St. Rank hold IBMF as of Q3 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,076 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2015, an estimated $277K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $277K in Q2 2015.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.