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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$4.68M 0.88% 19
2022
Q2 		$2.4M Buy
+94,735
New +$2.4M 0.1% 85

Other funds holding IBTB

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBTB Position: Q4 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2022 Term Treasury ETF (IBTB) in Q4 2022, closing a stake of 279,483 shares — an estimated $7.1M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTB in Q2 2022 and held it in 2 quarters. The position peaked at $7.1M in Q3 2022. 1 fund tracked by Wall St. Rank holds IBTB as of Q4 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2022 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 279,483 iShares iBonds Dec 2022 Term Treasury ETF shares in Q4 2022, an estimated $7.1M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2022 Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2022 Term Treasury ETF position peaked at $7.1M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Treasury ETF as of Q4 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.