CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.94M	Buy	231,642 +36,021	+18%	+$924K	0.09%	87
2025 Q4	$5.02M	Buy	195,621 +11,884	+6%	+$304K	0.08%	89
2025 Q3	$4.71M	Buy	183,737 +2,158	+1%	+$55.3K	0.07%	89
2025 Q2	$4.65M	Buy	181,579 +37,187	+26%	+$949K	0.08%	87
2025 Q1	$3.69M	Buy	144,392 +27,629	+24%	+$705K	0.07%	93
2024 Q4	$2.97M	Buy	116,763 +15,506	+15%	+$396K	0.06%	90
2024 Q3	$2.6M	Buy	101,257 +10,553	+12%	+$269K	0.06%	99
2024 Q2	$2.3M	Buy	90,704 +17,815	+24%	+$450K	0.05%	98
2024 Q1	$1.85M	Sell	72,889 -20,407	-22%	-$519K	0.04%	106
2023 Q4	$2.38M	Buy	93,296 +12,129	+15%	+$304K	0.06%	92
2023 Q3	$2.01M	Sell	81,167 -1,749	-2%	-$43.8K	0.06%	95
2023 Q2	$2.09M	Sell	82,916 -2,721	-3%	-$68.7K	0.06%	99
2023 Q1	$2.19M	Buy	85,637 +5,595	+7%	+$142K	0.06%	97
2022 Q4	$2.02M	Buy	+80,042	New	+$2M	0.08%	101
2022 Q3	–	Sell	-61,482	Closed	-$1.56M	–	110
2022 Q2	$1.56M	Buy	61,482 +1,326	+2%	+$33.4K	0.06%	115
2022 Q1	$1.53M	Buy	60,156 +4,044	+7%	+$106K	0.05%	118
2021 Q4	$1.51M	Buy	56,112 +1,910	+4%	+$51.3K	0.06%	109
2021 Q3	$1.46M	Sell	54,202 -4,551	-8%	-$123K	0.06%	115
2021 Q2	$1.58M	Buy	58,753 +1,853	+3%	+$50K	0.07%	116
2021 Q1	$1.53M	Sell	56,900 -13,568	-19%	-$366K	0.07%	107
2020 Q4	$1.91M	Sell	70,468 -1,166	-2%	-$31.4K	0.09%	92
2020 Q3	$1.93M	Buy	71,634 +11,114	+18%	+$299K	0.11%	86
2020 Q2	$1.61M	Buy	+60,520	New	+$1.59M	0.1%	89
2019 Q4	$1.11M	Buy	+42,979	New	+$1.11M	0.09%	101