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Ishares Tr ibnd dec24 etf shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr ibnd dec24 etf

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All positions including Ishares Tr ibnd dec24 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 Tr ibnd dec24 etf by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 261k 25.21
2024-06-30 $7.8M 312k 25.13
2024-03-31 $8.7M 348k 25.05
2023-12-31 $14M 577k 24.91
2023-09-30 $8.4M 340k 24.73
2023-06-30 $3.7M 152k 24.62
2023-03-31 $2.2M 89k 24.59
2022-12-31 $2.2M 90k 24.42
2022-09-30 $2.5M 103k 24.35
2022-06-30 $2.4M 98k 24.75
2022-03-31 $2.6M 104k 25.10
2021-12-31 $2.6M 102k 25.93
2021-09-30 $2.2M 85k 26.29
2021-06-30 $2.4M 90k 26.37
2021-03-31 $2.3M 88k 26.38
2020-12-31 $2.1M 81k 26.58
2020-09-30 $1.9M 70k 26.44
2020-06-30 $1.6M 59k 26.36
2019-12-31 $1.9M 73k 25.69
2019-09-30 $305k 12k 25.70
2018-09-30 $441k 18k 24.13
2018-06-30 $434k 18k 24.05
2018-03-31 $339k 14k 24.38
2017-12-31 $348k 14k 25.03