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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

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Quarterly 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