Ishares Tr ibonds etf shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr ibonds etf
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Quarterly reported holdings in Ishares Tr ibonds etf by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 146k | 24.34 |
| 2025-06-30 | $3.3M | 138k | 24.27 |
| 2025-03-31 | $2.8M | 118k | 24.18 |
| 2024-12-31 | $2.6M | 107k | 23.96 |
| 2024-09-30 | $1.5M | 62k | 24.37 |
| 2024-06-30 | $1.7M | 73k | 23.73 |
| 2024-03-31 | $1.7M | 73k | 23.80 |
| 2023-12-31 | $1.2M | 52k | 23.93 |
| 2023-09-30 | $675k | 29k | 23.14 |
| 2023-06-30 | $777k | 33k | 23.48 |
| 2023-03-31 | $786k | 33k | 23.82 |
| 2022-12-31 | $828k | 35k | 23.37 |
| 2022-09-30 | $446k | 19k | 22.98 |
| 2022-06-30 | $463k | 19k | 23.87 |
| 2022-03-31 | $531k | 21k | 24.96 |
| 2021-12-31 | $567k | 21k | 26.54 |
| 2021-09-30 | $927k | 34k | 26.99 |
| 2021-06-30 | $1.0M | 38k | 27.05 |
| 2021-03-31 | $1.0M | 38k | 26.73 |
| 2020-12-31 | $977k | 36k | 27.56 |
| 2020-09-30 | $912k | 34k | 27.13 |
| 2020-06-30 | $450k | 17k | 26.97 |
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