CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-16,031
| Closed | -$1.13M | – | 305 |
|
|
2021
Q2 | $1.13M | Buy |
+16,031
| New | +$1.13M | 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% | +$1.64M | 1.95% | 17 |
|
|
2016
Q3 | $16.6M | Buy |
262,467
+11,874
| +5% | +$751K | 2.03% | 16 |
|
|
2016
Q2 | $15.7M | Buy |
250,593
+112,303
| +81% | +$7.04M | 2.27% | 13 |
|
|
2016
Q1 | $8.2M | Buy |
138,290
+93,718
| +210% | +$5.56M | 1.29% | 16 |
|
|
2015
Q4 | $2.48M | Sell |
44,572
-61,962
| -58% | -$3.45M | 0.42% | 43 |
|
|
2015
Q3 | $6.08M | Buy |
106,534
+14,068
| +15% | +$802K | 1.14% | 20 |
|
|
2015
Q2 | $5.28M | Buy |
+92,466
| New | +$5.28M | 1.05% | 21 |
|