CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $28.8M | Sell |
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2024
Q2 | $30.6M | Buy |
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2024
Q1 | $28.6M | Buy |
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|
2023
Q4 | $27.7M | Buy |
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|
2023
Q3 | $21.4M | Buy |
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2023
Q2 | $19.1M | Buy |
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|
2023
Q1 | $17.1M | Buy |
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|
2022
Q4 | $13.3M | Buy |
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|
2022
Q3 | $5.28M | Buy |
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|
2022
Q2 | $3.81M | Buy |
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