CCWA
GOVT icon

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Sell
139,532
-49,707
-26% -$1.13M 0.04% 129
2026
Q1 		$4.34M Sell
189,239
-56,672
-23% -$1.31M 0.06% 102
2025
Q4 		$5.66M Sell
245,911
-21,306
-8% -$493K 0.09% 83
2025
Q3 		$6.18M Sell
267,217
-22,457
-8% -$515K 0.1% 77
2025
Q2 		$6.66M Sell
289,674
-34,674
-11% -$790K 0.11% 72
2025
Q1 		$7.46M Sell
324,348
-47,085
-13% -$1.07M 0.14% 68
2024
Q4 		$8.54M Sell
371,433
-7,699
-2% -$176K 0.17% 58
2024
Q3 		$8.89M Sell
379,132
-6,024
-2% -$139K 0.2% 56
2024
Q2 		$8.69M Sell
385,156
-10,233
-3% -$229K 0.19% 54
2024
Q1 		$9M Sell
395,389
-8,562
-2% -$195K 0.21% 53
2023
Q4 		$9.31M Sell
403,951
-18,429
-4% -$410K 0.23% 53
2023
Q3 		$9.31M Sell
422,380
-12,600
-3% -$284K 0.26% 48
2023
Q2 		$9.96M Sell
434,980
-34,413
-7% -$798K 0.28% 49
2023
Q1 		$11M Buy
469,393
+20,553
+5% +$475K 0.32% 48
2022
Q4 		$10.2M Sell
448,840
-24,843
-5% -$565K 0.38% 44
2022
Q3 		$10.8M Sell
473,683
-2,449
-0.5% -$58K 1.33% 13
2022
Q2 		$11.4M Sell
476,132
-4,067
-0.8% -$97.9K 0.47% 39
2022
Q1 		$12M Sell
480,199
-21,870
-4% -$560K 0.43% 42
2021
Q4 		$13.4M Buy
502,069
+32,524
+7% +$861K 0.49% 40
2021
Q3 		$12.5M Buy
469,545
+11,002
+2% +$295K 0.49% 39
2021
Q2 		$12.2M Buy
458,543
+23,831
+5% +$629K 0.5% 38
2021
Q1 		$11.4M Buy
434,712
+61,928
+17% +$1.65M 0.54% 37
2020
Q4 		$10.2M Buy
372,784
+55,873
+18% +$1.54M 0.5% 40
2020
Q3 		$8.86M Buy
316,911
+15,602
+5% +$437K 0.5% 42
2020
Q2 		$8.43M Buy
+301,309
New +$8.43M 0.51% 40
2019
Q4 		$7.25M Buy
279,301
+48,817
+21% +$1.27M 0.58% 27
2019
Q3 		$6.07M Buy
230,484
+55,135
+31% +$1.44M 0.53% 30
2019
Q2 		$4.53M Buy
175,349
+51,901
+42% +$1.31M 0.45% 35
2019
Q1 		$3.12M Buy
123,448
+33,087
+37% +$823K 0.34% 47
2018
Q4 		$2.23M Buy
90,361
+5,489
+6% +$134K 0.22% 63
2018
Q3 		$2.07M Buy
84,872
+13,655
+19% +$335K 0.19% 63
2018
Q2 		$1.75M Buy
71,217
+20,861
+41% +$511K 0.17% 66
2018
Q1 		$1.24M Buy
+50,356
New +$1.24M 0.12% 79

Other funds holding GOVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's GOVT Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 26% in Q2 2026, selling an estimated $1.13M and leaving 139,532 shares worth $3.18M. The position accounts for 0.04% of the portfolio, ranked #129.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in GOVT in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.4M in Q4 2021. 252 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 139,532 shares of iShares US Treasury Bond ETF worth $3.18M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 49,707 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $1.13M.
  • iShares US Treasury Bond ETF made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares US Treasury Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares US Treasury Bond ETF position peaked at $13.4M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.