CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8M | Buy |
1,061,348
+10,080
| +1% | +$235K | 0.42% | 39 |
|
|
2025
Q1 | $24.6M | Buy |
1,051,268
+20,002
| +2% | +$467K | 0.46% | 39 |
|
|
2024
Q4 | $24M | Buy |
1,031,266
+98,357
| +11% | +$2.29M | 0.47% | 35 |
|
|
2024
Q3 | $21.8M | Buy |
932,909
+38,076
| +4% | +$892K | 0.5% | 38 |
|
|
2024
Q2 | $20.8M | Buy |
894,833
+83,975
| +10% | +$1.95M | 0.45% | 38 |
|
|
2024
Q1 | $18.8M | Buy |
810,858
+112,431
| +16% | +$2.61M | 0.43% | 39 |
|
|
2023
Q4 | $16.3M | Buy |
698,427
+448,953
| +180% | +$10.5M | 0.4% | 41 |
|
|
2023
Q3 | $5.76M | Buy |
249,474
+56,916
| +30% | +$1.31M | 0.16% | 58 |
|
|
2023
Q2 | $4.45M | Buy |
192,558
+18,628
| +11% | +$431K | 0.12% | 63 |
|
|
2023
Q1 | $4.09M | Buy |
173,930
+38,321
| +28% | +$902K | 0.12% | 66 |
|
|
2022
Q4 | $3.16M | Buy |
135,609
+106,449
| +365% | +$2.48M | 0.12% | 78 |
|
|
2022
Q3 | $679K | Buy |
29,160
+9,558
| +49% | +$223K | 0.08% | 66 |
|
|
2022
Q2 | $470K | Buy |
+19,602
| New | +$470K | 0.02% | 161 |
|