CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.27M	Buy	341,342 +31,559	+10%	+$764K	0.11%	73
2026 Q1	$7.51M	Buy	309,783 +46,059	+17%	+$1.12M	0.11%	75
2025 Q4	$6.39M	Buy	263,724 +20,390	+8%	+$494K	0.1%	77
2025 Q3	$5.91M	Buy	243,334 +65,053	+36%	+$1.58M	0.09%	80
2025 Q2	$4.32M	Buy	178,281 +32,126	+22%	+$776K	0.07%	93
2025 Q1	$3.54M	Buy	146,155 +20,613	+16%	+$497K	0.07%	95
2024 Q4	$3.02M	Buy	125,542 +16,220	+15%	+$391K	0.06%	89
2024 Q3	$2.66M	Sell	109,322 -10,920	-9%	-$263K	0.06%	98
2024 Q2	$2.86M	Sell	120,242 -2,364	-2%	-$56.1K	0.06%	84
2024 Q1	$2.92M	Buy	122,606 +10,306	+9%	+$246K	0.07%	81
2023 Q4	$2.68M	Buy	112,300 +54,809	+95%	+$1.29M	0.07%	86
2023 Q3	$1.34M	Buy	57,491 +15,666	+37%	+$367K	0.04%	112
2023 Q2	$982K	Buy	41,825 +819	+2%	+$19.3K	0.03%	129
2023 Q1	$973K	Sell	41,006 -3,220	-7%	-$75.8K	0.03%	133
2022 Q4	$1.03M	Sell	44,226 -26,890	-38%	-$624K	0.04%	132
2022 Q3	$1.64M	Buy	71,116 +628	+0.9%	+$15K	0.2%	45
2022 Q2	$1.68M	Sell	70,488 -5,118	-7%	-$123K	0.07%	111
2022 Q1	$1.86M	Sell	75,606 -7,248	-9%	-$183K	0.07%	109
2021 Q4	$2.16M	Buy	82,854 +8,674	+12%	+$227K	0.08%	97
2021 Q3	$1.97M	Sell	74,180 -6,291	-8%	-$168K	0.08%	102
2021 Q2	$2.14M	Buy	80,471 +1,257	+2%	+$33.4K	0.09%	95
2021 Q1	$2.09M	Buy	79,214 +14,845	+23%	+$397K	0.1%	96
2020 Q4	$1.74M	Buy	64,369 +7,644	+13%	+$206K	0.09%	94
2020 Q3	$1.52M	Buy	56,725 +15,332	+37%	+$412K	0.09%	93
2020 Q2	$1.1M	Buy	+41,393	New	+$1.07M	0.07%	106
2019 Q4	$876K	Buy	34,258 +3,899	+13%	+$99.2K	0.07%	115
2019 Q3	$773K	Buy	30,359 +16,623	+121%	+$420K	0.07%	110
2019 Q2	$344K	Buy	13,736 +3,037	+28%	+$74.1K	0.03%	101
2019 Q1	$259K	Buy	+10,699	New	+$253K	0.03%	104

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 10% in Q2 2026, buying an estimated $764K and bringing the position to 341,342 shares worth $8.27M. The position accounts for 0.11% of the portfolio, ranked #73.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDR in Q1 2019 and has held it in 29 quarters since. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 341,342 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $8.27M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 31,559 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $764K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #73 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and has held it in 29 quarters since.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

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