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
2026 Q1	$7.07M	Buy	277,875 +68,618	+33%	+$1.75M	0.1%	77
2025 Q4	$5.31M	Buy	209,257 +15,296	+8%	+$388K	0.08%	87
2025 Q3	$4.94M	Sell	193,961 -8,065	-4%	-$205K	0.08%	87
2025 Q2	$5.12M	Buy	202,026 +43,281	+27%	+$1.09M	0.09%	84
2025 Q1	$4.01M	Buy	158,745 +25,633	+19%	+$647K	0.07%	87
2024 Q4	$3.35M	Buy	133,112 +31,243	+31%	+$790K	0.06%	80
2024 Q3	$2.59M	Buy	101,869 +14,760	+17%	+$373K	0.06%	101
2024 Q2	$2.18M	Buy	87,109 +31,177	+56%	+$779K	0.05%	104
2024 Q1	$1.41M	Sell	55,932 -19,794	-26%	-$500K	0.03%	119
2023 Q4	$1.92M	Sell	75,726 -16,458	-18%	-$409K	0.05%	106
2023 Q3	$2.26M	Sell	92,184 -140	-0.2%	-$3.48K	0.06%	89
2023 Q2	$2.31M	Sell	92,324 -3,511	-4%	-$88.4K	0.06%	90
2023 Q1	$2.44M	Buy	95,835 +29,858	+45%	+$756K	0.07%	90
2022 Q4	$1.65M	Buy	+65,977	New	+$1.63M	0.06%	115
2022 Q3	–	Sell	-53,525	Closed	-$1.35M	–	111
2022 Q2	$1.35M	Buy	53,525 +6,897	+15%	+$173K	0.06%	122
2022 Q1	$1.19M	Sell	46,628 -682	-1%	-$17.9K	0.04%	134
2021 Q4	$1.28M	Hold	47,310	–	–	0.05%	118
2021 Q3	$1.28M	Sell	47,310 -1,179	-2%	-$32.1K	0.05%	126
2021 Q2	$1.32M	Buy	48,489 +1,842	+4%	+$49.9K	0.05%	125
2021 Q1	$1.26M	Buy	46,647 +1,832	+4%	+$49.7K	0.06%	114
2020 Q4	$1.22M	Buy	44,815 +8,527	+23%	+$231K	0.06%	108
2020 Q3	$982K	Buy	+36,288	New	+$984K	0.06%	113