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
2023
Q3 		$27.9M Sell
2023
Q2 		$29.4M Buy
2023
Q1 		$25M Buy
2022
Q4 		$19.6M Buy
2022
Q3 		$7.26M Buy
2022
Q2 		$3.73M Buy