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

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBTJ Stock Details IBTJ Fund Activity

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