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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.61M	Buy
2025 Q2	$1.26M	Buy
2025 Q1	$1.12M	Buy
2024 Q4	$965K	Buy
2024 Q3	$513K	Buy