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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$45.9M Buy
+924,345
New +$46.7M 0.67% 27
2021
Q3 		– Sell
-16,031
Closed -$1.13M – 305
2021
Q2 		$1.13M Buy
+16,031
New +$1.09M 0.05% 140
2017
Q2 		– Sell
-91,044
Closed -$5.39M – 133
2017
Q1 		$5.39M Sell
91,044
-199,285
-69% -$11.8M 0.6% 33
2016
Q4 		$17M Buy
290,329
+27,862
+11% +$1.67M 1.95% 17
2016
Q3 		$16.6M Buy
262,467
+11,874
+5% +$753K 2.03% 16
2016
Q2 		$15.7M Buy
250,593
+112,303
+81% +$6.79M 2.27% 13
2016
Q1 		$8.2M Buy
138,290
+93,718
+210% +$5.3M 1.29% 16
2015
Q4 		$2.48M Sell
44,572
-61,962
-58% -$3.52M 0.42% 43
2015
Q3 		$6.08M Buy
106,534
+14,068
+15% +$805K 1.14% 20
2015
Q2 		$5.28M Buy
+92,466
New +$5.52M 1.05% 21

Other funds holding IGLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return