CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.32M | Buy |
87,599
+19,967
| +30% | +$2.12M | 0.16% | 64 |
|
|
2025
Q1 | $7.14M | Buy |
+67,632
| New | +$7.14M | 0.13% | 70 |
|
|
2024
Q3 | – | Sell |
-11,204
| Closed | -$1.17M | – | 194 |
|
|
2024
Q2 | $1.17M | Buy |
11,204
+399
| +4% | +$41.7K | 0.03% | 132 |
|
|
2024
Q1 | $1.13M | Sell |
10,805
-500
| -4% | -$52.4K | 0.03% | 125 |
|
|
2023
Q4 | $1.19M | Sell |
11,305
-94
| -0.8% | -$9.91K | 0.03% | 125 |
|
|
2023
Q3 | $1.17M | Sell |
11,399
-1,208
| -10% | -$124K | 0.03% | 118 |
|
|
2023
Q2 | $1.31M | Sell |
12,607
-654
| -5% | -$68K | 0.04% | 117 |
|
|
2023
Q1 | $1.39M | Sell |
13,261
-3,654
| -22% | -$383K | 0.04% | 119 |
|
|
2022
Q4 | $1.76M | Buy |
+16,915
| New | +$1.76M | 0.07% | 111 |
|
|
2022
Q3 | – | Sell |
-28,868
| Closed | -$3.02M | – | 161 |
|
|
2022
Q2 | $3.02M | Sell |
28,868
-340
| -1% | -$35.6K | 0.13% | 72 |
|
|
2022
Q1 | $3.06M | Buy |
29,208
+10,635
| +57% | +$1.11M | 0.11% | 78 |
|
|
2021
Q4 | $1.99M | Sell |
18,573
-108
| -0.6% | -$11.6K | 0.07% | 99 |
|
|
2021
Q3 | $2.01M | Sell |
18,681
-27,614
| -60% | -$2.97M | 0.08% | 99 |
|
|
2021
Q2 | $4.99M | Buy |
46,295
+4,839
| +12% | +$522K | 0.2% | 56 |
|
|
2021
Q1 | $4.47M | Sell |
41,456
-30,298
| -42% | -$3.27M | 0.21% | 56 |
|
|
2020
Q4 | $7.76M | Sell |
71,754
-22,813
| -24% | -$2.47M | 0.38% | 47 |
|
|
2020
Q3 | $10.2M | Sell |
94,567
-123,821
| -57% | -$13.4M | 0.58% | 39 |
|
|
2020
Q2 | $23.6M | Buy |
+218,388
| New | +$23.6M | 1.44% | 23 |
|
|
2019
Q4 | $38.7M | Buy |
362,223
+82,822
| +30% | +$8.84M | 3.07% | 8 |
|
|
2019
Q3 | $29.8M | Buy |
279,401
+51,153
| +22% | +$5.45M | 2.6% | 10 |
|
|
2019
Q2 | $24.3M | Sell |
228,248
-17,050
| -7% | -$1.82M | 2.44% | 12 |
|
|
2019
Q1 | $26M | Buy |
245,298
+3,424
| +1% | +$363K | 2.84% | 12 |
|
|
2018
Q4 | $25.5M | Sell |
241,874
-18,256
| -7% | -$1.92M | 2.54% | 12 |
|
|
2018
Q3 | $27.2M | Buy |
260,130
+26,745
| +11% | +$2.8M | 2.54% | 12 |
|
|
2018
Q2 | $24.5M | Buy |
233,385
+15,742
| +7% | +$1.65M | 2.4% | 14 |
|
|
2018
Q1 | $22.8M | Buy |
217,643
+26,916
| +14% | +$2.82M | 2.28% | 13 |
|
|
2017
Q4 | $20M | Sell |
190,727
-38,086
| -17% | -$3.99M | 2.06% | 15 |
|
|
2017
Q3 | $24.2M | Sell |
228,813
-4,250
| -2% | -$450K | 2.57% | 13 |
|
|
2017
Q2 | $24.7M | Sell |
233,063
-32,415
| -12% | -$3.43M | 2.75% | 12 |
|
|
2017
Q1 | $28M | Buy |
265,478
+2,923
| +1% | +$309K | 3.14% | 12 |
|
|
2016
Q4 | $27.6M | Buy |
262,555
+125,774
| +92% | +$13.2M | 3.16% | 11 |
|
|
2016
Q3 | $14.5M | Buy |
+136,781
| New | +$14.5M | 1.77% | 18 |
|