CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $3.03M | Sell |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $3.27M | Sell |
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2021
Q1 | $3.37M | Sell |
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|
2020
Q4 | $3.87M | Buy |
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2020
Q3 | $3.82M | Buy |
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2020
Q2 | $3.51M | Buy |
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|
2019
Q4 | $3.11M | Sell |
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|
2019
Q3 | $3.53M | Buy |
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|
2019
Q2 | $3.1M | Buy |
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|
2019
Q1 | $2.16M | Buy |
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|
2018
Q4 | $1.39M | Sell |
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2018
Q3 | $1.63M | Buy |
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|
2018
Q2 | $1.54M | Buy |
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2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $379K | Buy |
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