Ishares Tr ibds dec28 etf shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr ibds dec28 etf
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Quarterly reported holdings in Ishares Tr ibds dec28 etf by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 60k | 25.53 |
| 2024-06-30 | $1.5M | 61k | 24.77 |
| 2024-03-31 | $1.4M | 58k | 24.91 |
| 2023-12-31 | $1.1M | 44k | 25.09 |
| 2023-09-30 | $281k | 12k | 24.03 |
| 2023-06-30 | $286k | 12k | 24.50 |
| 2023-03-31 | $296k | 12k | 24.94 |
| 2022-12-31 | $370k | 15k | 24.29 |
| 2022-09-30 | $287k | 12k | 23.75 |
| 2022-06-30 | $301k | 12k | 24.96 |
| 2022-03-31 | $360k | 14k | 26.36 |
| 2021-12-31 | $390k | 14k | 28.32 |
| 2021-09-30 | $728k | 25k | 28.65 |
| 2021-06-30 | $793k | 27k | 28.91 |
| 2021-03-31 | $772k | 27k | 28.32 |
| 2020-12-31 | $906k | 31k | 29.55 |
| 2020-09-30 | $892k | 31k | 29.09 |
| 2020-06-30 | $378k | 13k | 28.82 |
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