CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.94M | Sell |
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2025
Q2 | $5.12M | Buy |
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2025
Q1 | $4.01M | Buy |
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|
2024
Q4 | $3.35M | Buy |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $2.18M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.92M | Sell |
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|
2023
Q3 | $2.26M | Sell |
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|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.28M | Hold |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $982K | Buy |
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