CCWA
IBMH
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$49K | 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 | $1.62M | Buy |
63,598
+2,046
| +3% | +$52K | 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 | +$381K | 0.04% | 106 |
|