CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
446,695
+73,428
| +20% | +$1.65M | 0.17% | 62 |
|
|
2025
Q1 | $8.37M | Buy |
373,267
+109,737
| +42% | +$2.46M | 0.16% | 65 |
|
|
2024
Q4 | $5.85M | Buy |
263,530
+159,323
| +153% | +$3.54M | 0.11% | 66 |
|
|
2024
Q3 | $2.36M | Buy |
104,207
+17,192
| +20% | +$389K | 0.05% | 105 |
|
|
2024
Q2 | $1.92M | Buy |
87,015
+19,732
| +29% | +$436K | 0.04% | 108 |
|
|
2024
Q1 | $1.49M | Buy |
67,283
+18,066
| +37% | +$400K | 0.03% | 117 |
|
|
2023
Q4 | $1.1M | Buy |
+49,217
| New | +$1.1M | 0.03% | 131 |
|