CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Buy |
161,350
+12,692
| +9% | +$340K | 0.07% | 94 |
|
|
2025
Q1 | $3.98M | Buy |
148,658
+22,022
| +17% | +$589K | 0.07% | 89 |
|
|
2024
Q4 | $3.37M | Buy |
126,636
+13,914
| +12% | +$370K | 0.07% | 78 |
|
|
2024
Q3 | $3.01M | Buy |
112,722
+13,250
| +13% | +$353K | 0.07% | 86 |
|
|
2024
Q2 | $2.63M | Buy |
99,472
+7,988
| +9% | +$212K | 0.06% | 91 |
|
|
2024
Q1 | $2.42M | Sell |
91,484
-8,656
| -9% | -$229K | 0.06% | 94 |
|
|
2023
Q4 | $2.66M | Sell |
100,140
-5,880
| -6% | -$156K | 0.07% | 87 |
|
|
2023
Q3 | $2.77M | Sell |
106,020
-1,392
| -1% | -$36.3K | 0.08% | 77 |
|
|
2023
Q2 | $2.83M | Sell |
107,412
-7,350
| -6% | -$194K | 0.08% | 79 |
|
|
2023
Q1 | $3.05M | Buy |
114,762
+3,233
| +3% | +$86K | 0.09% | 74 |
|
|
2022
Q4 | $2.94M | Buy |
+111,529
| New | +$2.94M | 0.11% | 82 |
|
|
2022
Q3 | – | Sell |
-66,385
| Closed | -$1.77M | – | 109 |
|
|
2022
Q2 | $1.77M | Buy |
66,385
+34,322
| +107% | +$914K | 0.07% | 108 |
|
|
2022
Q1 | $855K | Buy |
32,063
+7,750
| +32% | +$207K | 0.03% | 150 |
|
|
2021
Q4 | $677K | Sell |
24,313
-2,021
| -8% | -$56.3K | 0.02% | 148 |
|
|
2021
Q3 | $736K | Sell |
26,334
-4,425
| -14% | -$124K | 0.03% | 175 |
|
|
2021
Q2 | $861K | Buy |
30,759
+320
| +1% | +$8.96K | 0.04% | 165 |
|
|
2021
Q1 | $850K | Sell |
30,439
-14,948
| -33% | -$417K | 0.04% | 129 |
|
|
2020
Q4 | $1.28M | Sell |
45,387
-1,700
| -4% | -$47.9K | 0.06% | 105 |
|
|
2020
Q3 | $1.32M | Buy |
47,087
+13,212
| +39% | +$371K | 0.07% | 99 |
|
|
2020
Q2 | $944K | Buy |
+33,875
| New | +$944K | 0.06% | 114 |
|
|
2019
Q4 | $1.07M | Buy |
39,358
+22,564
| +134% | +$613K | 0.09% | 103 |
|
|
2019
Q3 | $455K | Buy |
+16,794
| New | +$455K | 0.04% | 128 |
|