CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
181,110
+8,409
| +5% | +$214K | 0.08% | 89 |
|
|
2025
Q1 | $4.37M | Buy |
172,701
+9,662
| +6% | +$244K | 0.08% | 84 |
|
|
2024
Q4 | $4.11M | Buy |
163,039
+35,778
| +28% | +$901K | 0.08% | 73 |
|
|
2024
Q3 | $3.26M | Buy |
127,261
+20,187
| +19% | +$517K | 0.08% | 82 |
|
|
2024
Q2 | $2.68M | Buy |
107,074
+5,682
| +6% | +$142K | 0.06% | 88 |
|
|
2024
Q1 | $2.56M | Sell |
101,392
-15,825
| -14% | -$400K | 0.06% | 90 |
|
|
2023
Q4 | $3M | Sell |
117,217
-12,458
| -10% | -$319K | 0.07% | 81 |
|
|
2023
Q3 | $3.17M | Buy |
129,675
+13,373
| +11% | +$326K | 0.09% | 72 |
|
|
2023
Q2 | $2.93M | Sell |
116,302
-1,912
| -2% | -$48.1K | 0.08% | 77 |
|
|
2023
Q1 | $3.03M | Buy |
118,214
+27,782
| +31% | +$711K | 0.09% | 75 |
|
|
2022
Q4 | $2.27M | Buy |
+90,432
| New | +$2.27M | 0.08% | 96 |
|
|
2022
Q3 | – | Sell |
-88,965
| Closed | -$2.23M | – | 112 |
|
|
2022
Q2 | $2.23M | Buy |
88,965
+4,929
| +6% | +$123K | 0.09% | 92 |
|
|
2022
Q1 | $2.14M | Buy |
84,036
+1,466
| +2% | +$37.3K | 0.08% | 102 |
|
|
2021
Q4 | $2.25M | Sell |
82,570
-3,688
| -4% | -$100K | 0.08% | 95 |
|
|
2021
Q3 | $2.35M | Buy |
86,258
+9,512
| +12% | +$259K | 0.09% | 92 |
|
|
2021
Q2 | $2.1M | Buy |
76,746
+1,825
| +2% | +$50K | 0.09% | 97 |
|
|
2021
Q1 | $2.04M | Hold |
74,921
| – | – | 0.1% | 97 |
|
|
2020
Q4 | $2.07M | Buy |
74,921
+19,080
| +34% | +$527K | 0.1% | 87 |
|
|
2020
Q3 | $1.52M | Buy |
55,841
+12,737
| +30% | +$348K | 0.09% | 92 |
|
|
2020
Q2 | $1.17M | Buy |
+43,104
| New | +$1.17M | 0.07% | 104 |
|
|
2019
Q4 | $996K | Hold |
38,090
| – | – | 0.08% | 106 |
|
|
2019
Q3 | $997K | Buy |
+38,090
| New | +$997K | 0.09% | 97 |
|