CCWA
IBMS

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMS Stock Details IBMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.26M Buy
48,968
+4,750
+11% +$122K 0.02% 151
2025
Q1 		$1.12M Buy
44,218
+6,155
+16% +$156K 0.02% 148
2024
Q4 		$965K Buy
38,063
+18,240
+92% +$463K 0.02% 146
2024
Q3 		$513K Buy
+19,823
New +$513K 0.01% 165