CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $303K | Sell |
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2025
Q2 | $4.32M | Buy |
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2025
Q1 | $3.98M | Buy |
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|
2024
Q4 | $3.37M | Buy |
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|
2024
Q3 | $3.01M | Buy |
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|
2024
Q2 | $2.63M | Buy |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.66M | Sell |
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|
2023
Q3 | $2.77M | Sell |
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|
2023
Q2 | $2.83M | Sell |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.94M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $855K | Buy |
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|
2021
Q4 | $677K | Sell |
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|
2021
Q3 | $736K | Sell |
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|
2021
Q2 | $861K | Buy |
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|
2021
Q1 | $850K | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $944K | Buy |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $455K | Buy |
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