CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Sell |
12,685
-62
| -0.5% | -$2.87K | 0.01% | 178 |
|
|
2025
Q1 | $587K | Sell |
12,747
-54,702
| -81% | -$2.52M | 0.01% | 169 |
|
|
2024
Q4 | $3.05M | Buy |
67,449
+10,418
| +18% | +$471K | 0.06% | 88 |
|
|
2024
Q3 | $2.69M | Sell |
57,031
-6,722
| -11% | -$317K | 0.06% | 97 |
|
|
2024
Q2 | $2.88M | Sell |
63,753
-6,162
| -9% | -$279K | 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% | +$3.24M | 0.11% | 72 |
|
|
2023
Q3 | $961K | Sell |
21,994
-1,168
| -5% | -$51.1K | 0.03% | 127 |
|
|
2023
Q2 | $1.05M | Sell |
23,162
-12,145
| -34% | -$552K | 0.03% | 127 |
|
|
2023
Q1 | $1.63M | Buy |
+35,307
| New | +$1.63M | 0.05% | 115 |
|