Ishares Tr ibnd dec25 etf shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr ibnd dec25 etf
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All positions including Ishares Tr ibnd dec25 etf held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr ibnd dec25 etf by CliftonLarsonAllen Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.2M | 169k | 25.10 |
2024-06-30 | $4.0M | 160k | 24.86 |
2024-03-31 | $4.0M | 163k | 24.81 |
2023-12-31 | $6.0M | 241k | 24.76 |
2023-09-30 | $2.6M | 105k | 24.37 |
2023-06-30 | $2.1M | 87k | 24.38 |
2023-03-31 | $1.8M | 74k | 24.53 |
2022-12-31 | $1.9M | 80k | 24.32 |
2022-09-30 | $1.8M | 74k | 24.13 |
2022-06-30 | $1.8M | 71k | 24.70 |
2022-03-31 | $1.9M | 76k | 25.26 |
2021-12-31 | $1.9M | 74k | 26.42 |
2021-09-30 | $2.2M | 83k | 26.84 |
2021-06-30 | $2.4M | 87k | 26.99 |
2021-03-31 | $2.3M | 85k | 26.83 |
2020-12-31 | $2.0M | 75k | 27.37 |
2020-09-30 | $1.3M | 47k | 27.13 |
2020-06-30 | $990k | 37k | 26.98 |
2019-12-31 | $1.2M | 48k | 25.94 |
2019-09-30 | $295k | 11k | 25.85 |
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