CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.21M | Sell |
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2024
Q2 | $3.84M | Sell |
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|
2024
Q1 | $3.96M | Sell |
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|
2023
Q4 | $4.51M | Buy |
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|
2023
Q3 | $4.34M | Buy |
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|
2023
Q2 | $3.36M | Sell |
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|
2023
Q1 | $3.62M | Sell |
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|
2022
Q4 | $3.74M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.43M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.22M | Buy |
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|
2019
Q4 | $958K | Buy |
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|
2019
Q3 | $911K | Buy |
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|
2019
Q2 | $761K | Hold |
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|
2019
Q1 | $753K | Buy |
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|
2018
Q4 | $727K | Buy |
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|
2018
Q3 | $463K | Buy |
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|
2018
Q2 | $277K | Buy |
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