CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.4M | Buy |
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2025
Q2 | $17.1M | Buy |
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2025
Q1 | $15.4M | Buy |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $7.8M | Buy |
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|
2024
Q2 | $7.13M | Buy |
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2024
Q1 | $5.48M | Buy |
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|
2023
Q4 | $5.06M | Buy |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $467K | Hold |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $304K | Buy |
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