CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.41M	Buy
2025 Q2	$3.17M	Buy
2025 Q1	$2.1M	Buy
2024 Q4	$1.77M	Buy
2024 Q3	–	Sell
2024 Q2	$479K	Sell
2024 Q1	$506K	Buy