CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Buy |
202,026
+43,281
| +27% | +$1.1M | 0.09% | 84 |
|
|
2025
Q1 | $4.01M | Buy |
158,745
+25,633
| +19% | +$648K | 0.07% | 87 |
|
|
2024
Q4 | $3.35M | Buy |
133,112
+31,243
| +31% | +$785K | 0.06% | 80 |
|
|
2024
Q3 | $2.59M | Buy |
101,869
+14,760
| +17% | +$376K | 0.06% | 101 |
|
|
2024
Q2 | $2.18M | Buy |
87,109
+31,177
| +56% | +$780K | 0.05% | 104 |
|
|
2024
Q1 | $1.41M | Sell |
55,932
-19,794
| -26% | -$498K | 0.03% | 119 |
|
|
2023
Q4 | $1.92M | Sell |
75,726
-16,458
| -18% | -$418K | 0.05% | 106 |
|
|
2023
Q3 | $2.26M | Sell |
92,184
-140
| -0.2% | -$3.43K | 0.06% | 89 |
|
|
2023
Q2 | $2.31M | Sell |
92,324
-3,511
| -4% | -$88K | 0.06% | 90 |
|
|
2023
Q1 | $2.44M | Buy |
95,835
+29,858
| +45% | +$760K | 0.07% | 90 |
|
|
2022
Q4 | $1.65M | Buy |
+65,977
| New | +$1.65M | 0.06% | 115 |
|
|
2022
Q3 | – | Sell |
-53,525
| Closed | -$1.35M | – | 111 |
|
|
2022
Q2 | $1.35M | Buy |
53,525
+6,897
| +15% | +$174K | 0.06% | 122 |
|
|
2022
Q1 | $1.19M | Sell |
46,628
-682
| -1% | -$17.3K | 0.04% | 134 |
|
|
2021
Q4 | $1.28M | Hold |
47,310
| – | – | 0.05% | 118 |
|
|
2021
Q3 | $1.28M | Sell |
47,310
-1,179
| -2% | -$31.8K | 0.05% | 126 |
|
|
2021
Q2 | $1.32M | Buy |
48,489
+1,842
| +4% | +$50K | 0.05% | 125 |
|
|
2021
Q1 | $1.26M | Buy |
46,647
+1,832
| +4% | +$49.4K | 0.06% | 114 |
|
|
2020
Q4 | $1.22M | Buy |
44,815
+8,527
| +23% | +$233K | 0.06% | 108 |
|
|
2020
Q3 | $982K | Buy |
+36,288
| New | +$982K | 0.06% | 113 |
|