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 |
-123,086
| Closed | -$3.21M | – | 196 |
|
|
2024
Q3 | $3.21M | Sell |
123,086
-24,445
| -17% | -$637K | 0.07% | 83 |
|
|
2024
Q2 | $3.84M | Sell |
147,531
-5,081
| -3% | -$132K | 0.08% | 75 |
|
|
2024
Q1 | $3.96M | Sell |
152,612
-21,418
| -12% | -$556K | 0.09% | 72 |
|
|
2023
Q4 | $4.51M | Buy |
174,030
+5,171
| +3% | +$133K | 0.11% | 69 |
|
|
2023
Q3 | $4.34M | Buy |
168,859
+38,306
| +29% | +$986K | 0.12% | 65 |
|
|
2023
Q2 | $3.36M | Sell |
130,553
-9,367
| -7% | -$241K | 0.09% | 72 |
|
|
2023
Q1 | $3.62M | Sell |
139,920
-5,366
| -4% | -$138K | 0.11% | 70 |
|
|
2022
Q4 | $3.74M | Buy |
+145,286
| New | +$3.73M | 0.14% | 73 |
|
|
2022
Q3 | – | Sell |
-83,152
| Closed | -$2.16M | – | 180 |
|
|
2022
Q2 | $2.16M | Buy |
83,152
+32,562
| +64% | +$841K | 0.09% | 96 |
|
|
2022
Q1 | $1.31M | Sell |
50,590
-1,518
| -3% | -$40K | 0.05% | 126 |
|
|
2021
Q4 | $1.4M | Buy |
52,108
+2,460
| +5% | +$66.1K | 0.05% | 113 |
|
|
2021
Q3 | $1.34M | Sell |
49,648
-3,246
| -6% | -$87.7K | 0.05% | 120 |
|
|
2021
Q2 | $1.43M | Sell |
52,894
-417
| -0.8% | -$11.3K | 0.06% | 122 |
|
|
2021
Q1 | $1.44M | Sell |
53,311
-2,146
| -4% | -$58K | 0.07% | 111 |
|
|
2020
Q4 | $1.5M | Sell |
55,457
-487
| -0.9% | -$13.2K | 0.07% | 101 |
|
|
2020
Q3 | $1.52M | Buy |
55,944
+10,614
| +23% | +$288K | 0.09% | 94 |
|
|
2020
Q2 | $1.22M | Buy |
+45,330
| New | +$1.21M | 0.07% | 98 |
|
|
2019
Q4 | $958K | Buy |
36,224
+1,603
| +5% | +$42.3K | 0.08% | 108 |
|
|
2019
Q3 | $911K | Buy |
34,621
+5,626
| +19% | +$149K | 0.08% | 101 |
|
|
2019
Q2 | $761K | Hold |
28,995
| – | – | 0.08% | 86 |
|
|
2019
Q1 | $753K | Buy |
28,995
+448
| +2% | +$11.5K | 0.08% | 83 |
|
|
2018
Q4 | $727K | Buy |
28,547
+10,044
| +54% | +$252K | 0.07% | 112 |
|
|
2018
Q3 | $463K | Buy |
18,503
+7,527
| +69% | +$190K | 0.04% | 110 |
|
|
2018
Q2 | $277K | Buy |
+10,976
| New | +$275K | 0.03% | 121 |
|
Other funds holding IBMM
CLA (CliftonLarsonAllen) Wealth Advisors's IBMM Position: Q4 2024 in Review
CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 123,086 shares — an estimated $3.21M sold.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMM in Q2 2018 and held it in 24 quarters. The position peaked at $4.51M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.
- CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
- CLA (CliftonLarsonAllen) Wealth Advisors sold 123,086 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $3.21M.
- CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2018 and held it in 24 quarters.
- CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $4.51M in Q4 2023.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.
Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.