CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.87M | Buy |
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2025
Q2 | $4.6M | Buy |
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2025
Q1 | $4.37M | Buy |
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|
2024
Q4 | $4.11M | Buy |
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|
2024
Q3 | $3.26M | Buy |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $2.56M | Sell |
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|
2023
Q4 | $3M | Sell |
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|
2023
Q3 | $3.17M | Buy |
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|
2023
Q2 | $2.93M | Sell |
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|
2023
Q1 | $3.03M | Buy |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $2.04M | Hold |
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|
2020
Q4 | $2.07M | Buy |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2019
Q4 | $996K | Hold |
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|
2019
Q3 | $997K | Buy |
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