CCWA
IBMG

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-16,789
Closed -$427K – 131
2018
Q2 		$427K Sell
16,789
-17,542
-51% -$446K 0.04% 115
2018
Q1 		$872K Sell
34,331
-16,739
-33% -$425K 0.09% 94
2017
Q4 		$1.3M Buy
+51,070
New +$1.3M 0.13% 72

Other funds holding IBMG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBMG Position: Q3 2018 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 16,789 shares — an estimated $427K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMG in Q4 2017 and held it in 3 quarters. The position peaked at $1.3M in Q4 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 16,789 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $427K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2017 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $1.3M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.