CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Sell |
148,667
-27,198
| -15% | -$3.24M | 0.3% | 49 |
|
|
2025
Q1 | $20.8M | Buy |
+175,865
| New | +$20.8M | 0.39% | 41 |
|
|
2021
Q4 | – | Sell |
-2,337
| Closed | -$304K | – | 222 |
|
|
2021
Q3 | $304K | Sell |
2,337
-7,010
| -75% | -$912K | 0.01% | 268 |
|
|
2021
Q2 | $1.22M | Buy |
+9,347
| New | +$1.22M | 0.05% | 133 |
|
|
2021
Q1 | – | Sell |
-10,414
| Closed | -$1.39M | – | 169 |
|
|
2020
Q4 | $1.39M | Buy |
10,414
+380
| +4% | +$50.5K | 0.07% | 104 |
|
|
2020
Q3 | $1.34M | Buy |
+10,034
| New | +$1.34M | 0.08% | 98 |
|
|
2019
Q4 | – | Sell |
-18,969
| Closed | -$2.41M | – | 152 |
|
|
2019
Q3 | $2.41M | Sell |
18,969
-3,061
| -14% | -$388K | 0.21% | 62 |
|
|
2019
Q2 | $2.77M | Sell |
22,030
-20,021
| -48% | -$2.52M | 0.28% | 53 |
|
|
2019
Q1 | $5.18M | Sell |
42,051
-6,515
| -13% | -$803K | 0.57% | 32 |
|
|
2018
Q4 | $5.9M | Sell |
48,566
-1,083
| -2% | -$131K | 0.59% | 35 |
|
|
2018
Q3 | $5.91M | Sell |
49,649
-15,116
| -23% | -$1.8M | 0.55% | 36 |
|
|
2018
Q2 | $7.77M | Sell |
64,765
-9,049
| -12% | -$1.09M | 0.76% | 33 |
|
|
2018
Q1 | $8.9M | Buy |
73,814
+3,682
| +5% | +$444K | 0.89% | 30 |
|
|
2017
Q4 | $8.57M | Sell |
70,132
-5,634
| -7% | -$688K | 0.88% | 29 |
|
|
2017
Q3 | $9.36M | Buy |
75,766
+24,963
| +49% | +$3.08M | 0.99% | 28 |
|
|
2017
Q2 | $6.28M | Buy |
+50,803
| New | +$6.28M | 0.7% | 30 |
|
|
2017
Q1 | – | Sell |
-56,475
| Closed | -$6.92M | – | 136 |
|
|
2016
Q4 | $6.92M | Buy |
+56,475
| New | +$6.92M | 0.79% | 31 |
|
|
2015
Q2 | – | Sell |
-15,710
| Closed | -$1.95M | – | 165 |
|
|
2015
Q1 | $1.95M | Sell |
15,710
-458
| -3% | -$56.9K | 0.43% | 38 |
|
|
2014
Q4 | $1.98M | Sell |
16,168
-1,514
| -9% | -$185K | 0.43% | 37 |
|
|
2014
Q3 | $2.15M | Sell |
17,682
-1,229
| -6% | -$149K | 0.46% | 36 |
|
|
2014
Q2 | $2.3M | Buy |
18,911
+169
| +0.9% | +$20.6K | 0.45% | 36 |
|
|
2014
Q1 | $2.26M | Sell |
18,742
-606
| -3% | -$73.1K | 0.5% | 36 |
|
|
2013
Q4 | $2.32M | Sell |
19,348
-2,384
| -11% | -$286K | 0.58% | 34 |
|
|
2013
Q3 | $2.64M | Buy |
+21,732
| New | +$2.64M | 0.72% | 30 |
|