CCWA
IBMK

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-160,023
Closed -$4.15M – 179
2022
Q2 		$4.15M Buy
160,023
+56,147
+54% +$1.45M 0.17% 59
2022
Q1 		$2.69M Sell
103,876
-12,491
-11% -$325K 0.1% 85
2021
Q4 		$3.03M Sell
116,367
-9,916
-8% -$259K 0.11% 77
2021
Q3 		$3.31M Buy
126,283
+1,792
+1% +$47K 0.13% 72
2021
Q2 		$3.27M Sell
124,491
-3,426
-3% -$90.1K 0.13% 74
2021
Q1 		$3.37M Sell
127,917
-18,993
-13% -$501K 0.16% 68
2020
Q4 		$3.87M Buy
146,910
+2,822
+2% +$74.5K 0.19% 62
2020
Q3 		$3.82M Buy
144,088
+11,236
+8% +$298K 0.22% 60
2020
Q2 		$3.51M Buy
+132,852
New +$3.49M 0.21% 59
2019
Q4 		$3.11M Sell
118,906
-16,248
-12% -$425K 0.25% 56
2019
Q3 		$3.53M Buy
135,154
+16,667
+14% +$437K 0.31% 47
2019
Q2 		$3.1M Buy
118,487
+35,376
+43% +$918K 0.31% 52
2019
Q1 		$2.16M Buy
83,111
+29,058
+54% +$749K 0.24% 54
2018
Q4 		$1.39M Sell
54,053
-9,947
-16% -$252K 0.14% 85
2018
Q3 		$1.63M Buy
64,000
+3,528
+6% +$90.1K 0.15% 70
2018
Q2 		$1.54M Buy
60,472
+746
+1% +$19K 0.15% 71
2018
Q1 		$1.52M Buy
59,726
+44,959
+304% +$1.15M 0.15% 71
2017
Q4 		$379K Buy
+14,767
New +$382K 0.04% 108

Other funds holding IBMK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBMK Position: Q3 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 160,023 shares — an estimated $4.15M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMK in Q4 2017 and held it in 18 quarters. The position peaked at $4.15M in Q2 2022. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 160,023 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $4.15M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2017 and held it in 18 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $4.15M in Q2 2022.
  • 132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.