CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.39M | Sell |
|
|||||
|
2025
Q2 | $6.2M | Sell |
|
|||||
|
2025
Q1 | $7.15M | Sell |
|
|||||
|
2024
Q4 | $19.4M | Sell |
|
|||||
|
2024
Q3 | $20.7M | Sell |
|
|||||
|
2024
Q2 | $19.8M | Sell |
|
|||||
|
2024
Q1 | $20.2M | Buy |
|
|||||
|
2023
Q4 | $20.1M | Sell |
|
|||||
|
2023
Q3 | $20.1M | Buy |
|
|||||
|
2023
Q2 | $20.9M | Sell |
|
|||||
|
2023
Q1 | $21.4M | Buy |
|
|||||
|
2022
Q4 | $6.45M | Sell |
|
|||||
|
2022
Q3 | $6.44M | Buy |
|
|||||
|
2022
Q2 | $6.83M | Sell |
|
|||||
|
2022
Q1 | $7.45M | Sell |
|
|||||
|
2021
Q4 | $9.31M | Buy |
|
|||||
|
2021
Q3 | $7.9M | Buy |
|
|||||
|
2021
Q2 | $7.85M | Buy |
|
|||||
|
2021
Q1 | $7.3M | Sell |
|
|||||
|
2020
Q4 | $10.2M | Buy |
|
|||||
|
2020
Q3 | $9.89M | Buy |
|
|||||
|
2020
Q2 | $9.57M | Buy |
|
|||||
|
2019
Q4 | $7.78M | Buy |
|
|||||
|
2019
Q3 | $6.57M | Buy |
|
|||||
|
2019
Q2 | $4.72M | Buy |
|
|||||
|
2019
Q1 | $3.21M | Buy |
|
|||||
|
2018
Q4 | $2.84M | Buy |
|
|||||
|
2018
Q3 | $2.69M | Buy |
|
|||||
|
2018
Q2 | $2.3M | Buy |
|
|||||
|
2018
Q1 | $1.65M | Buy |
|