CCWA
IBMI

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-127,970
Closed -$3.26M – 165
2020
Q2 		$3.26M Buy
+127,970
New +$3.26M 0.2% 64
2019
Q4 		$3.36M Sell
131,639
-12,046
-8% -$308K 0.27% 54
2019
Q3 		$3.67M Buy
143,685
+5,985
+4% +$153K 0.32% 46
2019
Q2 		$3.52M Buy
137,700
+14,146
+11% +$361K 0.35% 44
2019
Q1 		$3.15M Buy
123,554
+9,734
+9% +$248K 0.34% 45
2018
Q4 		$2.89M Buy
113,820
+35,291
+45% +$892K 0.29% 51
2018
Q3 		$1.98M Buy
78,529
+11,070
+16% +$281K 0.18% 65
2018
Q2 		$1.71M Buy
67,459
+2,051
+3% +$51.9K 0.17% 67
2018
Q1 		$1.66M Buy
65,408
+50,423
+336% +$1.28M 0.17% 65
2017
Q4 		$380K Buy
+14,985
New +$382K 0.04% 107

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBMI Position: Q3 2020 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 127,970 shares — an estimated $3.26M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMI in Q4 2017 and held it in 10 quarters. The position peaked at $3.67M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 127,970 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $3.26M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 10 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $3.67M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.