CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2036 Term Corporate ETF IBCB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBCB Stock Details IBCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$699K	Buy	+27,781	New	+$698K	0.01%	218

Other funds holding IBCB

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in iShares iBonds Dec 2036 Term Corporate ETF (IBCB) in Q2 2026: 27,781 shares worth $699K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings.

6 funds tracked by Wall St. Rank hold IBCB as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 27,781 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $699K as of Q2 2026.
iShares iBonds Dec 2036 Term Corporate ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2036 Term Corporate ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #218 holding.
6 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q2 2026.

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