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Ishares Ibonds Dec 2029 Muni Etf shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $506k 20k 25.25

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Wilbanks Smith & Thomas Asset Management
Envestnet Asset Management
Gateway Advisory
Crumly & Associates
Cypress Point Wealth Management
Raymond James Financial Services Advisors
Praetorian Wealth Management
UBS Group
Sound View Wealth Advisors Group
Central Trust & Investment
Little House Capital
Raymond James & Associates
Klingman & Associates
James Investment Research
Snowden Capital Advisors

View all funds holding Ishares Ibonds Dec 2029 Muni Etf