CCWA
IBMJ

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-333,575
Closed -$8.53M – 307
2021
Q3 		$8.53M Sell
333,575
-37,039
-10% -$948K 0.33% 46
2021
Q2 		$9.5M Buy
370,614
+189,284
+104% +$4.86M 0.39% 45
2021
Q1 		$4.66M Sell
181,330
-27,904
-13% -$718K 0.22% 55
2020
Q4 		$5.39M Buy
209,234
+16,831
+9% +$434K 0.26% 52
2020
Q3 		$4.99M Buy
192,403
+25,344
+15% +$657K 0.28% 57
2020
Q2 		$4.33M Buy
+167,059
New +$4.31M 0.26% 55
2019
Q4 		$5.51M Buy
213,819
+4,180
+2% +$108K 0.44% 35
2019
Q3 		$5.4M Buy
209,639
+59,872
+40% +$1.55M 0.47% 35
2019
Q2 		$3.86M Buy
149,767
+17,291
+13% +$444K 0.39% 40
2019
Q1 		$3.4M Buy
132,476
+31,201
+31% +$797K 0.37% 41
2018
Q4 		$2.58M Buy
101,275
+27,818
+38% +$704K 0.26% 59
2018
Q3 		$1.86M Buy
73,457
+11,368
+18% +$289K 0.17% 66
2018
Q2 		$1.58M Buy
62,089
+750
+1% +$19K 0.15% 69
2018
Q1 		$1.56M Buy
61,339
+46,422
+311% +$1.18M 0.16% 68
2017
Q4 		$379K Buy
+14,917
New +$383K 0.04% 109

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBMJ Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 333,575 shares — an estimated $8.53M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMJ in Q4 2017 and held it in 15 quarters. The position peaked at $9.5M in Q2 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 333,575 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $8.53M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2017 and held it in 15 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $9.5M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.