CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Buy |
181,579
+37,187
| +26% | +$953K | 0.08% | 87 |
|
|
2025
Q1 | $3.69M | Buy |
144,392
+27,629
| +24% | +$706K | 0.07% | 93 |
|
|
2024
Q4 | $2.97M | Buy |
116,763
+15,506
| +15% | +$395K | 0.06% | 90 |
|
|
2024
Q3 | $2.6M | Buy |
101,257
+10,553
| +12% | +$271K | 0.06% | 99 |
|
|
2024
Q2 | $2.3M | Buy |
90,704
+17,815
| +24% | +$451K | 0.05% | 98 |
|
|
2024
Q1 | $1.85M | Sell |
72,889
-20,407
| -22% | -$517K | 0.04% | 106 |
|
|
2023
Q4 | $2.38M | Buy |
93,296
+12,129
| +15% | +$309K | 0.06% | 92 |
|
|
2023
Q3 | $2.01M | Sell |
81,167
-1,749
| -2% | -$43.4K | 0.06% | 95 |
|
|
2023
Q2 | $2.09M | Sell |
82,916
-2,721
| -3% | -$68.5K | 0.06% | 99 |
|
|
2023
Q1 | $2.19M | Buy |
85,637
+5,595
| +7% | +$143K | 0.06% | 97 |
|
|
2022
Q4 | $2.02M | Buy |
+80,042
| New | +$2.02M | 0.08% | 101 |
|
|
2022
Q3 | – | Sell |
-61,482
| Closed | -$1.56M | – | 110 |
|
|
2022
Q2 | $1.56M | Buy |
61,482
+1,326
| +2% | +$33.6K | 0.06% | 115 |
|
|
2022
Q1 | $1.53M | Buy |
60,156
+4,044
| +7% | +$103K | 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% | -$122K | 0.06% | 115 |
|
|
2021
Q2 | $1.59M | Buy |
58,753
+1,853
| +3% | +$50K | 0.07% | 116 |
|
|
2021
Q1 | $1.53M | Sell |
56,900
-13,568
| -19% | -$364K | 0.07% | 107 |
|
|
2020
Q4 | $1.91M | Sell |
70,468
-1,166
| -2% | -$31.6K | 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 | +$1.61M | 0.1% | 89 |
|
|
2019
Q4 | $1.12M | Buy |
+42,979
| New | +$1.12M | 0.09% | 101 |
|