CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Hold
2025
Q2
$236K Sell
2025
Q1
$234K Hold
2024
Q4
$228K Buy
2024
Q1
Sell
2023
Q4
$220K Buy