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iShares iBoxx $ High Yid Corp Bond shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of iShares iBoxx $ High Yid Corp Bond (HYG) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares iBoxx $ High Yid Corp Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares iBoxx $ High Yid Corp Bond 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 iBoxx $ High Yid Corp Bond by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 136k 81.19
2025-06-30 $12M 150k 80.65
2025-03-31 $14M 175k 78.89
2021-09-30 $589k 6.7k 87.49
2021-06-30 $662k 7.5k 88.04
2019-12-31 $2.3M 26k 87.93
2019-09-30 $11M 123k 87.17
2019-06-30 $13M 145k 87.18
2019-03-31 $12M 142k 86.47
2018-12-31 $13M 154k 81.10
2018-09-30 $14M 166k 86.44
2018-06-30 $14M 160k 85.08
2018-03-31 $14M 165k 85.64
2017-12-31 $13M 148k 87.26
2017-09-30 $14M 162k 88.76
2017-06-30 $15M 164k 88.39
2017-03-31 $14M 162k 87.78
2016-12-31 $12M 136k 86.55
2016-09-30 $12M 137k 87.26
2016-06-30 $15M 175k 84.70
2016-03-31 $6.7M 82k 81.69
2015-12-31 $4.9M 60k 80.58
2015-09-30 $5.7M 68k 83.29
2015-06-30 $4.3M 49k 88.80
2015-03-31 $2.2M 24k 90.60
2014-12-31 $2.2M 25k 89.61
2014-09-30 $2.4M 27k 91.93
2014-06-30 $2.7M 28k 95.21
2014-03-31 $2.7M 29k 94.40
2013-12-31 $2.7M 29k 92.88
2013-09-30 $2.6M 28k 91.59

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 Series Trust Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares iBoxx $ High Yid Corp Bond

Goldman Sachs Group
Barclays
UBS Group
Citadel Advisors
Farallon Capital Management
Jane Street
BlackRock
Wells Fargo & Company
Susquehanna International
Millennium Management
Morgan Stanley
Schonfeld Strategic Advisors
Clark Capital Management Group
Nuveen
British Columbia Investment Management Corporation

View all funds holding iShares iBoxx $ High Yid Corp Bond