CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,685	Closed	-$586K	–	205
2025 Q2	$586K	Sell	12,685 -62	-0.5%	-$2.83K	0.01%	178
2025 Q1	$587K	Sell	12,747 -54,702	-81%	-$2.49M	0.01%	169
2024 Q4	$3.05M	Buy	67,449 +10,418	+18%	+$478K	0.06%	88
2024 Q3	$2.69M	Sell	57,031 -6,722	-11%	-$312K	0.06%	97
2024 Q2	$2.88M	Sell	63,753 -6,162	-9%	-$277K	0.06%	83
2024 Q1	$3.19M	Sell	69,915 -22,311	-24%	-$1.02M	0.07%	78
2023 Q4	$4.25M	Buy	92,226 +70,232	+319%	+$3.1M	0.11%	72
2023 Q3	$961K	Sell	21,994 -1,168	-5%	-$52.2K	0.03%	127
2023 Q2	$1.05M	Sell	23,162 -12,145	-34%	-$556K	0.03%	127
2023 Q1	$1.63M	Buy	+35,307	New	+$1.62M	0.05%	115