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CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBND Stock Details IBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-187,633
Closed -$6.49M – 191
2021
Q4 		$6.49M Buy
187,633
+25,326
+16% +$883K 0.24% 54
2021
Q3 		$5.73M Buy
162,307
+13,154
+9% +$477K 0.22% 54
2021
Q2 		$5.41M Sell
149,153
-14,361
-9% -$528K 0.22% 54
2021
Q1 		$5.86M Buy
163,514
+6,304
+4% +$233K 0.28% 50
2020
Q4 		$5.96M Buy
157,210
+4,087
+3% +$150K 0.29% 50
2020
Q3 		$5.45M Buy
153,123
+3,614
+2% +$128K 0.31% 49
2020
Q2 		$5.03M Buy
+149,509
New +$4.86M 0.31% 50
2019
Q4 		$4.99M Buy
146,012
+13,379
+10% +$450K 0.4% 38
2019
Q3 		$4.42M Buy
132,633
+22,669
+21% +$768K 0.39% 42
2019
Q2 		$3.76M Buy
109,964
+5,723
+5% +$191K 0.38% 41
2019
Q1 		$3.46M Sell
104,241
-26,858
-20% -$890K 0.38% 39
2018
Q4 		$4.32M Buy
131,099
+30,938
+31% +$1.01M 0.43% 41
2018
Q3 		$3.36M Buy
100,161
+6,791
+7% +$229K 0.31% 46
2018
Q2 		$3.16M Buy
93,370
+749
+0.8% +$25.9K 0.31% 50
2018
Q1 		$3.33M Buy
92,621
+8,139
+10% +$293K 0.33% 45
2017
Q4 		$2.99M Buy
84,482
+13,055
+18% +$453K 0.31% 45
2017
Q3 		$2.47M Buy
71,427
+10,713
+18% +$369K 0.26% 51
2017
Q2 		$2.02M Buy
60,714
+7,266
+14% +$235K 0.23% 55
2017
Q1 		$1.67M Buy
53,448
+1,303
+2% +$40.4K 0.19% 69
2016
Q4 		$1.61M Buy
52,145
+8,990
+21% +$283K 0.18% 67
2016
Q3 		$1.44M Buy
43,155
+22,629
+110% +$751K 0.18% 70
2016
Q2 		$668K Buy
20,526
+3,587
+21% +$118K 0.1% 87
2016
Q1 		$557K Buy
+16,939
New +$532K 0.09% 90

Other funds holding IBND

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ZCM
Ziegler Capital Management Chicago, Illinois $2.62B AUM 34.71% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBND Position: Q1 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR Bloomberg International Corporate Bond ETF (IBND) in Q1 2022, closing a stake of 187,633 shares — an estimated $6.49M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBND in Q1 2016 and held it in 23 quarters. The position peaked at $6.49M in Q4 2021. 63 funds tracked by Wall St. Rank hold IBND as of Q1 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR Bloomberg International Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 187,633 State Street SPDR Bloomberg International Corporate Bond ETF shares in Q1 2022, an estimated $6.49M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR Bloomberg International Corporate Bond ETF in Q1 2016 and held it in 23 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR Bloomberg International Corporate Bond ETF position peaked at $6.49M in Q4 2021.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Corporate Bond ETF as of Q1 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.