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 Shares
Change % 		Capital Flow 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