CCWA
IBMH

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-72,960
Closed -$1.86M – 143
2019
Q2 		$1.86M Buy
72,960
+4,352
+6% +$111K 0.19% 65
2019
Q1 		$1.75M Sell
68,608
-1,925
-3% -$48.9K 0.19% 62
2018
Q4 		$1.79M Buy
70,533
+12,144
+21% +$308K 0.18% 76
2018
Q3 		$1.48M Sell
58,389
-5,209
-8% -$132K 0.14% 72
2018
Q2 		$1.61M Buy
63,598
+2,046
+3% +$51.8K 0.16% 68
2018
Q1 		$1.56M Buy
61,552
+46,487
+309% +$1.18M 0.16% 69
2017
Q4 		$381K Buy
+15,065
New +$383K 0.04% 106

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBMH Position: Q3 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 72,960 shares — an estimated $1.86M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMH in Q4 2017 and held it in 7 quarters. The position peaked at $1.86M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 72,960 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $1.86M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 7 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.86M in Q2 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2019, filed 7 Oct 2019.