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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.35M Buy
262,033
+60,936
+30% +$1.47M 0.08% 89
2026
Q1 		$4.87M Buy
201,097
+47,209
+31% +$1.15M 0.07% 97
2025
Q4 		$3.74M Buy
153,888
+8,363
+6% +$203K 0.06% 99
2025
Q3 		$3.54M Buy
145,525
+8,058
+6% +$195K 0.06% 98
2025
Q2 		$3.34M Buy
137,467
+19,642
+17% +$474K 0.06% 100
2025
Q1 		$2.85M Buy
117,825
+11,171
+10% +$269K 0.05% 100
2024
Q4 		$2.56M Buy
106,654
+44,767
+72% +$1.08M 0.05% 103
2024
Q3 		$1.51M Sell
61,887
-11,266
-15% -$272K 0.03% 129
2024
Q2 		$1.74M Sell
73,153
-236
-0.3% -$5.58K 0.04% 118
2024
Q1 		$1.75M Buy
73,389
+21,812
+42% +$519K 0.04% 111
2023
Q4 		$1.23M Buy
51,577
+22,414
+77% +$523K 0.03% 124
2023
Q3 		$675K Sell
29,163
-3,922
-12% -$91.5K 0.02% 142
2023
Q2 		$777K Buy
33,085
+90
+0.3% +$2.13K 0.02% 138
2023
Q1 		$786K Sell
32,995
-2,414
-7% -$57K 0.02% 150
2022
Q4 		$828K Buy
35,409
+16,000
+82% +$371K 0.03% 143
2022
Q3 		$446K Buy
19,409
+11
+0.1% +$263 0.06% 79
2022
Q2 		$463K Sell
19,398
-1,877
-9% -$45.4K 0.02% 162
2022
Q1 		$531K Sell
21,275
-90
-0.4% -$2.31K 0.02% 171
2021
Q4 		$567K Sell
21,365
-12,976
-38% -$346K 0.02% 155
2021
Q3 		$927K Sell
34,341
-3,447
-9% -$93.5K 0.04% 155
2021
Q2 		$1.02M Buy
37,788
+185
+0.5% +$4.99K 0.04% 147
2021
Q1 		$1M Buy
37,603
+2,149
+6% +$58.5K 0.05% 125
2020
Q4 		$977K Buy
35,454
+1,843
+5% +$50.3K 0.05% 120
2020
Q3 		$912K Buy
33,611
+16,924
+101% +$461K 0.05% 117
2020
Q2 		$450K Buy
+16,687
New +$434K 0.03% 140

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 30% in Q2 2026, buying an estimated $1.47M and bringing the position to 262,033 shares worth $6.35M. The position accounts for 0.08% of the portfolio, ranked #89.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDS in Q2 2020 and has held it in 25 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 262,033 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.35M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 60,936 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.47M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.08% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2020 and has held it in 25 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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