CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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2022
Q4 | $547K | Sell |
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2022
Q3 | $919K | Sell |
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2022
Q2 | $1.8M | Sell |
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2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $1.83M | Sell |
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2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $4.98M | Sell |
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2020
Q3 | $6.16M | Buy |
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|
2020
Q2 | $6.04M | Buy |
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|
2019
Q4 | $4.22M | Sell |
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|
2019
Q3 | $9.96M | Sell |
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|
2019
Q2 | $11.3M | Buy |
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|
2019
Q1 | $9.31M | Sell |
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|
2018
Q4 | $11.3M | Buy |
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|
2018
Q3 | $8.82M | Sell |
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|
2018
Q2 | $11.5M | Buy |
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|
2018
Q1 | $8.98M | Buy |
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|
2017
Q4 | $6.39M | Sell |
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|
2017
Q3 | $11.4M | Sell |
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|
2017
Q2 | $15.6M | Sell |
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|
2017
Q1 | $28.6M | Buy |
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|
2016
Q4 | $8.94M | Sell |
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|
2016
Q3 | $19.7M | Sell |
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|
2016
Q2 | $32.4M | Buy |
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|
2016
Q1 | $21.3M | Buy |
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|
2015
Q4 | $11.4M | Buy |
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|
2015
Q3 | $3.51M | Buy |
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