CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.8M | Sell |
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2025
Q2 | $12.9M | Sell |
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2025
Q1 | $15M | Buy |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.25M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $995K | Sell |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $670K | Sell |
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|
2021
Q2 | $731K | Buy |
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|
2019
Q4 | $1.93M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4.36M | Sell |
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|
2018
Q1 | $4.58M | Buy |
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|
2017
Q4 | $4.44M | Buy |
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|
2017
Q3 | $4.35M | Sell |
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|
2017
Q2 | $4.42M | Sell |
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|
2017
Q1 | $4.58M | Buy |
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