CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
11,489
-9
| -0.1% | -$185 | ﹤0.01% | 200 |
|
|
2025
Q1 | $234K | Hold |
11,498
| – | – | ﹤0.01% | 192 |
|
|
2024
Q4 | $228K | Buy |
+11,498
| New | +$228K | ﹤0.01% | 188 |
|
|
2024
Q1 | – | Sell |
-10,694
| Closed | -$220K | – | 183 |
|
|
2023
Q4 | $220K | Buy |
+10,694
| New | +$220K | 0.01% | 184 |
|