CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Buy |
205,773
+29,258
| +17% | +$654K | 0.08% | 90 |
|
|
2025
Q1 | $3.93M | Buy |
176,515
+68,446
| +63% | +$1.52M | 0.07% | 90 |
|
|
2024
Q4 | $2.37M | Buy |
108,069
+16,980
| +19% | +$372K | 0.05% | 107 |
|
|
2024
Q3 | $2.05M | Buy |
91,089
+14,203
| +18% | +$320K | 0.05% | 113 |
|
|
2024
Q2 | $1.68M | Buy |
76,886
+19,459
| +34% | +$425K | 0.04% | 121 |
|
|
2024
Q1 | $1.26M | Buy |
57,427
+19,134
| +50% | +$420K | 0.03% | 121 |
|
|
2023
Q4 | $851K | Buy |
+38,293
| New | +$851K | 0.02% | 147 |
|