CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,166
| Closed | -$250K | – | 224 |
|
|
2021
Q3 | $250K | Hold |
4,166
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $252K | Buy |
+4,166
| New | +$252K | 0.01% | 285 |
|
|
2019
Q4 | $587K | Sell |
10,116
-23,360
| -70% | -$1.36M | 0.05% | 130 |
|
|
2019
Q3 | $1.94M | Sell |
33,476
-6,624
| -17% | -$384K | 0.17% | 70 |
|
|
2019
Q2 | $2.28M | Buy |
40,100
+592
| +1% | +$33.7K | 0.23% | 57 |
|
|
2019
Q1 | $2.18M | Sell |
39,508
-162
| -0.4% | -$8.93K | 0.24% | 52 |
|
|
2018
Q4 | $2.08M | Sell |
39,670
-5,356
| -12% | -$281K | 0.21% | 68 |
|
|
2018
Q3 | $2.39M | Buy |
45,026
+10,808
| +32% | +$574K | 0.22% | 57 |
|
|
2018
Q2 | $3.64M | Buy |
+34,218
| New | +$3.64M | 0.36% | 47 |
|
|
2018
Q1 | – | Sell |
-11,943
| Closed | -$1.3M | – | 129 |
|
|
2017
Q4 | $1.3M | Sell |
11,943
-3,219
| -21% | -$351K | 0.13% | 70 |
|
|
2017
Q3 | $1.67M | Sell |
15,162
-34,747
| -70% | -$3.83M | 0.18% | 68 |
|
|
2017
Q2 | $5.48M | Sell |
49,909
-10,520
| -17% | -$1.15M | 0.61% | 34 |
|
|
2017
Q1 | $6.58M | Buy |
60,429
+26,378
| +77% | +$2.87M | 0.74% | 29 |
|
|
2016
Q4 | $3.68M | Sell |
34,051
-73,523
| -68% | -$7.95M | 0.42% | 41 |
|
|
2016
Q3 | $12M | Buy |
107,574
+83,700
| +351% | +$9.32M | 1.46% | 19 |
|
|
2016
Q2 | $2.66M | Buy |
23,874
+2,711
| +13% | +$302K | 0.38% | 39 |
|
|
2016
Q1 | $2.32M | Buy |
+21,163
| New | +$2.32M | 0.36% | 42 |
|