CCWA
IBTD

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$4.45M 0.82% 29
2023
Q1 		$25M Buy
1,006,310
+212,618
+27% +$5.26M 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% +$3.56M 0.9% 17
2022
Q2 		$3.73M Buy
+149,642
New +$3.74M 0.16% 64

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBTD Position: Q4 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 1,123,630 shares — an estimated $27.9M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBTD in Q2 2022 and held it in 6 quarters. The position peaked at $29.4M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,123,630 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $27.9M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2022 and held it in 6 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $29.4M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.