CCWA
IBDQ

CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-260,361
Closed -$6.56M – 203
2025
Q2 		$6.56M Buy
260,361
+43,624
+20% +$1.1M 0.11% 73
2025
Q1 		$5.45M Buy
216,737
+21,335
+11% +$536K 0.1% 77
2024
Q4 		$4.89M Buy
195,402
+26,113
+15% +$654K 0.09% 69
2024
Q3 		$4.25M Buy
169,289
+9,518
+6% +$238K 0.1% 74
2024
Q2 		$3.97M Sell
159,771
-3,167
-2% -$78.5K 0.09% 73
2024
Q1 		$4.04M Sell
162,938
-77,946
-32% -$1.93M 0.09% 71
2023
Q4 		$5.96M Buy
240,884
+135,737
+129% +$3.32M 0.15% 61
2023
Q3 		$2.56M Buy
105,147
+18,443
+21% +$450K 0.07% 81
2023
Q2 		$2.11M Buy
86,704
+12,637
+17% +$309K 0.06% 97
2023
Q1 		$1.82M Sell
74,067
-5,775
-7% -$141K 0.05% 108
2022
Q4 		$1.94M Buy
79,842
+6,024
+8% +$146K 0.07% 104
2022
Q3 		$1.78M Buy
73,818
+2,435
+3% +$60.1K 0.22% 43
2022
Q2 		$1.76M Sell
71,383
-4,597
-6% -$114K 0.07% 109
2022
Q1 		$1.92M Buy
75,980
+2,284
+3% +$58.9K 0.07% 108
2021
Q4 		$1.95M Sell
73,696
-9,158
-11% -$243K 0.07% 101
2021
Q3 		$2.22M Sell
82,854
-4,542
-5% -$123K 0.09% 95
2021
Q2 		$2.36M Buy
87,396
+2,351
+3% +$63.4K 0.1% 90
2021
Q1 		$2.28M Buy
85,045
+10,157
+14% +$275K 0.11% 88
2020
Q4 		$2.05M Buy
74,888
+27,773
+59% +$755K 0.1% 88
2020
Q3 		$1.28M Buy
47,115
+10,416
+28% +$283K 0.07% 100
2020
Q2 		$990K Buy
+36,699
New +$963K 0.06% 112
2019
Q4 		$1.25M Buy
48,075
+36,661
+321% +$949K 0.1% 96
2019
Q3 		$295K Buy
+11,414
New +$293K 0.03% 134

Other funds holding IBDQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IBDQ Position: Q3 2025 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 260,361 shares — an estimated $6.56M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDQ in Q3 2019 and held it in 23 quarters. The position peaked at $6.56M in Q2 2025. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 260,361 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $6.56M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2019 and held it in 23 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $6.56M in Q2 2025.
  • 361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.