CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
747,142
+77,028
| +11% | +$1.77M | 0.29% | 50 |
|
|
2025
Q1 | $15.4M | Buy |
670,114
+142,149
| +27% | +$3.26M | 0.29% | 50 |
|
|
2024
Q4 | $12M | Buy |
527,965
+189,957
| +56% | +$4.33M | 0.23% | 51 |
|
|
2024
Q3 | $7.8M | Buy |
338,008
+23,268
| +7% | +$537K | 0.18% | 61 |
|
|
2024
Q2 | $7.13M | Buy |
314,740
+73,552
| +30% | +$1.67M | 0.15% | 60 |
|
|
2024
Q1 | $5.48M | Buy |
241,188
+19,615
| +9% | +$445K | 0.12% | 60 |
|
|
2023
Q4 | $5.06M | Buy |
221,573
+189,385
| +588% | +$4.33M | 0.13% | 66 |
|
|
2023
Q3 | $723K | Buy |
32,188
+11,956
| +59% | +$269K | 0.02% | 140 |
|
|
2023
Q2 | $458K | Hold |
20,232
| – | – | 0.01% | 162 |
|
|
2023
Q1 | $467K | Hold |
20,232
| – | – | 0.01% | 167 |
|
|
2022
Q4 | $460K | Buy |
+20,232
| New | +$460K | 0.02% | 171 |
|
|
2022
Q3 | – | Sell |
-12,888
| Closed | -$304K | – | 113 |
|
|
2022
Q2 | $304K | Buy |
+12,888
| New | +$304K | 0.01% | 175 |
|