CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
125,777
+41,958
| +50% | +$1.06M | 0.05% | 102 |
|
|
2025
Q1 | $2.1M | Buy |
83,819
+12,809
| +18% | +$321K | 0.04% | 123 |
|
|
2024
Q4 | $1.77M | Buy |
+71,010
| New | +$1.77M | 0.03% | 121 |
|
|
2024
Q3 | – | Sell |
-19,287
| Closed | -$479K | – | 188 |
|
|
2024
Q2 | $479K | Sell |
19,287
-759
| -4% | -$18.9K | 0.01% | 163 |
|
|
2024
Q1 | $506K | Buy |
+20,046
| New | +$506K | 0.01% | 164 |
|