CCWA
IBTB

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBTB Stock Details IBTB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-279,483
Closed -$7.1M – 189
2022
Q3 		$7.1M Buy
279,483
+184,748
+195% +$4.69M 0.88% 19
2022
Q2 		$2.4M Buy
+94,735
New +$2.4M 0.1% 85