CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
134,274
-22,717
| -14% | -$2.18M | 0.22% | 57 |
|
|
2025
Q1 | $15M | Buy |
156,991
+144,568
| +1,164% | +$13.8M | 0.28% | 51 |
|
|
2024
Q4 | $1.15M | Sell |
12,423
-4,566
| -27% | -$422K | 0.02% | 141 |
|
|
2024
Q3 | $1.67M | Sell |
16,989
-6,790
| -29% | -$666K | 0.04% | 125 |
|
|
2024
Q2 | $2.23M | Sell |
23,779
-29
| -0.1% | -$2.72K | 0.05% | 101 |
|
|
2024
Q1 | $2.25M | Sell |
23,808
-107
| -0.4% | -$10.1K | 0.05% | 96 |
|
|
2023
Q4 | $2.31M | Sell |
23,915
-818
| -3% | -$78.8K | 0.06% | 95 |
|
|
2023
Q3 | $2.27M | Sell |
24,733
-506
| -2% | -$46.3K | 0.06% | 88 |
|
|
2023
Q2 | $2.44M | Buy |
25,239
+15,204
| +152% | +$1.47M | 0.07% | 87 |
|
|
2023
Q1 | $995K | Sell |
10,035
-2,277
| -18% | -$226K | 0.03% | 131 |
|
|
2022
Q4 | $1.18M | Buy |
+12,312
| New | +$1.18M | 0.04% | 124 |
|
|
2022
Q3 | – | Sell |
-18,547
| Closed | -$1.9M | – | 115 |
|
|
2022
Q2 | $1.9M | Sell |
18,547
-799
| -4% | -$81.7K | 0.08% | 103 |
|
|
2022
Q1 | $2.08M | Buy |
19,346
+6,474
| +50% | +$696K | 0.07% | 104 |
|
|
2021
Q4 | $1.48M | Buy |
12,872
+7,061
| +122% | +$812K | 0.05% | 110 |
|
|
2021
Q3 | $670K | Sell |
5,811
-521
| -8% | -$60.1K | 0.03% | 187 |
|
|
2021
Q2 | $731K | Buy |
+6,332
| New | +$731K | 0.03% | 183 |
|
|
2019
Q4 | $1.93M | Buy |
+17,537
| New | +$1.93M | 0.15% | 76 |
|
|
2018
Q3 | – | Sell |
-42,562
| Closed | -$4.36M | – | 127 |
|
|
2018
Q2 | $4.36M | Sell |
42,562
-1,863
| -4% | -$191K | 0.43% | 41 |
|
|
2018
Q1 | $4.58M | Buy |
44,425
+2,388
| +6% | +$246K | 0.46% | 39 |
|
|
2017
Q4 | $4.44M | Buy |
42,037
+1,239
| +3% | +$131K | 0.46% | 41 |
|
|
2017
Q3 | $4.35M | Sell |
40,798
-663
| -2% | -$70.6K | 0.46% | 37 |
|
|
2017
Q2 | $4.42M | Sell |
41,461
-1,930
| -4% | -$206K | 0.49% | 37 |
|
|
2017
Q1 | $4.58M | Buy |
+43,391
| New | +$4.58M | 0.51% | 37 |
|