CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64M | Buy |
166,053
+39,190
| +31% | +$859K | 0.06% | 98 |
|
|
2025
Q1 | $2.76M | Buy |
126,863
+66,253
| +109% | +$1.44M | 0.05% | 103 |
|
|
2024
Q4 | $1.29M | Buy |
60,610
+38,611
| +176% | +$823K | 0.03% | 134 |
|
|
2024
Q3 | $486K | Buy |
21,999
+8,805
| +67% | +$195K | 0.01% | 168 |
|
|
2024
Q2 | $282K | Buy |
13,194
+1,762
| +15% | +$37.7K | 0.01% | 177 |
|
|
2024
Q1 | $246K | Sell |
11,432
-1,446
| -11% | -$31.1K | 0.01% | 177 |
|
|
2023
Q4 | $280K | Buy |
+12,878
| New | +$280K | 0.01% | 180 |
|