CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.57M Sell
2025
Q2
$3.64M Buy
2025
Q1
$2.76M Buy
2024
Q4
$1.29M Buy
2024
Q3
$486K Buy
2024
Q2
$282K Buy
2024
Q1
$246K Sell
2023
Q4
$280K Buy