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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.62M Buy
222,717
+54,665
+33% +$1.38M 0.07% 100
2026
Q1 		$4.26M Buy
168,052
+32,614
+24% +$829K 0.06% 104
2025
Q4 		$3.45M Buy
135,438
+8,386
+7% +$214K 0.05% 103
2025
Q3 		$3.24M Buy
127,052
+29,062
+30% +$739K 0.05% 103
2025
Q2 		$2.49M Buy
97,990
+10,259
+12% +$259K 0.04% 114
2025
Q1 		$2.22M Buy
87,731
+16,221
+23% +$406K 0.04% 115
2024
Q4 		$1.78M Buy
71,510
+11,802
+20% +$296K 0.03% 120
2024
Q3 		$1.52M Sell
59,708
-1,164
-2% -$29.4K 0.04% 128
2024
Q2 		$1.51M Buy
60,872
+2,892
+5% +$71.3K 0.03% 123
2024
Q1 		$1.44M Buy
57,980
+14,053
+32% +$350K 0.03% 118
2023
Q4 		$1.1M Buy
43,927
+32,252
+276% +$783K 0.03% 130
2023
Q3 		$281K Buy
11,675
+18
+0.2% +$438 0.01% 174
2023
Q2 		$286K Sell
11,657
-200
-2% -$4.95K 0.01% 170
2023
Q1 		$296K Sell
11,857
-3,364
-22% -$83.1K 0.01% 182
2022
Q4 		$370K Buy
15,221
+3,137
+26% +$75.6K 0.01% 177
2022
Q3 		$287K Buy
12,084
+27
+0.2% +$674 0.04% 86
2022
Q2 		$301K Sell
12,057
-1,602
-12% -$40.6K 0.01% 176
2022
Q1 		$360K Sell
13,659
-113
-0.8% -$3.07K 0.01% 182
2021
Q4 		$390K Sell
13,772
-11,634
-46% -$331K 0.01% 167
2021
Q3 		$728K Sell
25,406
-2,025
-7% -$58.7K 0.03% 176
2021
Q2 		$793K Buy
27,431
+175
+0.6% +$5.01K 0.03% 172
2021
Q1 		$772K Sell
27,256
-3,409
-11% -$98.5K 0.04% 133
2020
Q4 		$906K Hold
30,665
– – 0.04% 123
2020
Q3 		$892K Buy
30,665
+17,549
+134% +$513K 0.05% 119
2020
Q2 		$378K Buy
+13,116
New +$365K 0.02% 147

Other funds holding IBDT

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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 33% in Q2 2026, buying an estimated $1.38M and bringing the position to 222,717 shares worth $5.62M. The position accounts for 0.07% of the portfolio, ranked #100.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDT in Q2 2020 and has held it in 25 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 222,717 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.62M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 54,665 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $1.38M.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.07% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2020 and has held it in 25 quarters since.
  • 435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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