CCWA
IGSB icon

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,974
Closed -$547K – 197
2022
Q4 		$547K Sell
10,974
-7,666
-41% -$380K 0.02% 162
2022
Q3 		$919K Sell
18,640
-16,929
-48% -$854K 0.11% 59
2022
Q2 		$1.8M Sell
35,569
-3,197
-8% -$163K 0.07% 106
2022
Q1 		$2M Sell
38,766
-12,425
-24% -$655K 0.07% 107
2021
Q4 		$2.76M Buy
51,191
+17,980
+54% +$973K 0.1% 87
2021
Q3 		$1.81M Sell
33,211
-244
-0.7% -$13.4K 0.07% 107
2021
Q2 		$1.83M Sell
33,455
-59
-0.2% -$3.23K 0.08% 108
2021
Q1 		$1.83M Sell
33,514
-56,820
-63% -$3.12M 0.09% 101
2020
Q4 		$4.98M Sell
90,334
-21,807
-19% -$1.2M 0.24% 55
2020
Q3 		$6.16M Buy
112,141
+1,784
+2% +$98K 0.35% 48
2020
Q2 		$6.04M Buy
+110,357
New +$5.94M 0.37% 45
2019
Q4 		$4.22M Sell
78,728
-106,832
-58% -$5.73M 0.34% 44
2019
Q3 		$9.96M Sell
185,560
-25,383
-12% -$1.36M 0.87% 25
2019
Q2 		$11.3M Buy
210,943
+34,721
+20% +$1.84M 1.13% 24
2019
Q1 		$9.31M Sell
176,222
-41,675
-19% -$2.18M 1.02% 22
2018
Q4 		$11.3M Buy
217,897
+47,692
+28% +$2.46M 1.12% 26
2018
Q3 		$8.82M Sell
170,205
-51,875
-23% -$2.69M 0.82% 29
2018
Q2 		$11.5M Buy
222,080
+49,074
+28% +$2.54M 1.13% 23
2018
Q1 		$8.98M Buy
173,006
+50,696
+41% +$2.64M 0.9% 29
2017
Q4 		$6.39M Sell
122,310
-95,012
-44% -$4.98M 0.66% 34
2017
Q3 		$11.4M Sell
217,322
-78,040
-26% -$4.11M 1.21% 23
2017
Q2 		$15.6M Sell
295,362
-248,692
-46% -$13.1M 1.74% 16
2017
Q1 		$28.6M Buy
544,054
+373,714
+219% +$19.6M 3.2% 11
2016
Q4 		$8.94M Sell
170,340
-202,082
-54% -$10.6M 1.02% 28
2016
Q3 		$19.7M Sell
372,422
-239,104
-39% -$12.7M 2.4% 14
2016
Q2 		$32.4M Buy
611,526
+208,142
+52% +$11M 4.69% 7
2016
Q1 		$21.3M Buy
403,384
+184,976
+85% +$9.7M 3.34% 9
2015
Q4 		$11.4M Buy
218,408
+151,580
+227% +$7.96M 1.92% 12
2015
Q3 		$3.51M Buy
+66,828
New +$3.51M 0.66% 31

Other funds holding IGSB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IGSB Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) in Q1 2023, closing a stake of 10,974 shares — an estimated $547K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IGSB in Q3 2015 and held it in 29 quarters. The position peaked at $32.4M in Q2 2016. 901 funds tracked by Wall St. Rank hold IGSB as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares 1-5 Year Investment Grade Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,974 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2023, an estimated $547K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2015 and held it in 29 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $32.4M in Q2 2016.
  • 901 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.