CCWA
IBTD
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,123,630
| Closed | -$27.9M | – | 199 |
|
|
2023
Q3 | $27.9M | Sell |
1,123,630
-62,533
| -5% | -$1.55M | 0.78% | 29 |
|
|
2023
Q2 | $29.4M | Buy |
1,186,163
+179,853
| +18% | +$4.46M | 0.82% | 29 |
|
|
2023
Q1 | $25M | Buy |
1,006,310
+212,618
| +27% | +$5.28M | 0.74% | 34 |
|
|
2022
Q4 | $19.6M | Buy |
793,692
+500,664
| +171% | +$12.4M | 0.73% | 35 |
|
|
2022
Q3 | $7.26M | Buy |
293,028
+143,386
| +96% | +$3.55M | 0.9% | 17 |
|
|
2022
Q2 | $3.73M | Buy |
+149,642
| New | +$3.73M | 0.16% | 64 |
|