CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
82,180
+43,369
| +112% | +$860K | 0.03% | 139 |
|
|
2025
Q1 | $763K | Buy |
38,811
+21,106
| +119% | +$415K | 0.01% | 162 |
|
|
2024
Q4 | $340K | Buy |
17,705
+3,501
| +25% | +$67.2K | 0.01% | 180 |
|
|
2024
Q3 | $285K | Buy |
14,204
+1,243
| +10% | +$24.9K | 0.01% | 181 |
|
|
2024
Q2 | $250K | Buy |
12,961
+1,977
| +18% | +$38.1K | 0.01% | 179 |
|
|
2024
Q1 | $213K | Sell |
10,984
-3,036
| -22% | -$59K | ﹤0.01% | 179 |
|
|
2023
Q4 | $276K | Buy |
+14,020
| New | +$276K | 0.01% | 182 |
|