CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $24.8M | Buy |
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2025
Q1 | $24.6M | Buy |
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|
2024
Q4 | $24M | Buy |
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|
2024
Q3 | $21.8M | Buy |
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|
2024
Q2 | $20.8M | Buy |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $16.3M | Buy |
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|
2023
Q3 | $5.76M | Buy |
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|
2023
Q2 | $4.45M | Buy |
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|
2023
Q1 | $4.09M | Buy |
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $470K | Buy |
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