Ishares Tr ibonds etf shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr ibonds etf
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr ibonds etf held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr ibonds etf by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 52k | 23.93 |
| 2023-09-30 | $675k | 29k | 23.14 |
| 2023-06-30 | $777k | 33k | 23.48 |
| 2023-03-31 | $786k | 33k | 23.82 |
| 2022-12-31 | $828k | 35k | 23.37 |
| 2022-09-30 | $446k | 19k | 22.98 |
| 2022-06-30 | $463k | 19k | 23.87 |
| 2022-03-31 | $531k | 21k | 24.96 |
| 2021-12-31 | $567k | 21k | 26.54 |
| 2021-09-30 | $927k | 34k | 26.99 |
| 2021-06-30 | $1.0M | 38k | 27.05 |
| 2021-03-31 | $1.0M | 38k | 26.73 |
| 2020-12-31 | $977k | 36k | 27.56 |
| 2020-09-30 | $912k | 34k | 27.13 |
| 2020-06-30 | $450k | 17k | 26.97 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors