CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $8.53M | Sell |
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2021
Q2 | $9.5M | Buy |
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2021
Q1 | $4.66M | Sell |
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|
2020
Q4 | $5.39M | Buy |
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|
2020
Q3 | $4.99M | Buy |
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2020
Q2 | $4.33M | Buy |
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|
2019
Q4 | $5.51M | Buy |
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|
2019
Q3 | $5.4M | Buy |
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|
2019
Q2 | $3.86M | Buy |
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|
2019
Q1 | $3.4M | Buy |
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|
2018
Q4 | $2.58M | Buy |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | $1.58M | Buy |
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|
2018
Q1 | $1.56M | Buy |
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|
2017
Q4 | $379K | Buy |
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