CCWA
IBMI
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$307K | 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% | +$895K | 0.29% | 51 |
|
|
2018
Q3 | $1.98M | Buy |
78,529
+11,070
| +16% | +$280K | 0.18% | 65 |
|
|
2018
Q2 | $1.71M | Buy |
67,459
+2,051
| +3% | +$52.1K | 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 | +$380K | 0.04% | 107 |
|