CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
21,500
-40,723
| -65% | -$998K | 0.01% | 183 |
|
|
2025
Q1 | $1.56M | Buy |
62,223
+36,116
| +138% | +$906K | 0.03% | 136 |
|
|
2024
Q4 | $617K | Buy |
+26,107
| New | +$617K | 0.01% | 163 |
|
|
2024
Q3 | – | Sell |
-18,700
| Closed | -$449K | – | 189 |
|
|
2024
Q2 | $449K | Buy |
18,700
+2,926
| +19% | +$70.2K | 0.01% | 166 |
|
|
2024
Q1 | $383K | Sell |
15,774
-3,473
| -18% | -$84.4K | 0.01% | 170 |
|
|
2023
Q4 | $478K | Buy |
+19,247
| New | +$478K | 0.01% | 167 |
|