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
2018
Q2 		$427K Sell
2018
Q1 		$872K Sell
2017
Q4 		$1.3M Buy