CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $250K | Hold |
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|
2021
Q2 | $252K | Buy |
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|
2019
Q4 | $587K | Sell |
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|
2019
Q3 | $1.94M | Sell |
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|
2019
Q2 | $2.28M | Buy |
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|
2019
Q1 | $2.18M | Sell |
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|
2018
Q4 | $2.08M | Sell |
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|
2018
Q3 | $2.39M | Sell |
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|
2018
Q2 | $3.63M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.3M | Sell |
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|
2017
Q3 | $1.67M | Sell |
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|
2017
Q2 | $5.48M | Sell |
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|
2017
Q1 | $6.58M | Buy |
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|
2016
Q4 | $3.68M | Sell |
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|
2016
Q3 | $12M | Buy |
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|
2016
Q2 | $2.66M | Buy |
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|
2016
Q1 | $2.32M | Buy |
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