CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.96M	Buy	214,164 +73,262	+52%	+$1.7M	0.07%	104
2026 Q1	$3.28M	Buy	140,902 +34,710	+33%	+$812K	0.05%	114
2025 Q4	$2.49M	Sell	106,192 -162	-0.2%	-$3.8K	0.04%	120
2025 Q3	$2.5M	Buy	106,354 +16,366	+18%	+$382K	0.04%	117
2025 Q2	$2.1M	Buy	89,988 +8,481	+10%	+$196K	0.04%	125
2025 Q1	$1.89M	Buy	81,507 +6,074	+8%	+$139K	0.04%	127
2024 Q4	$1.72M	Buy	+75,433	New	+$1.74M	0.03%	124
2024 Q3	–	Sell	-29,115	Closed	-$660K	–	186
2024 Q2	$660K	Buy	29,115 +1,671	+6%	+$37.7K	0.01%	153
2024 Q1	$626K	Buy	27,444 +12,764	+87%	+$291K	0.01%	154
2023 Q4	$339K	Buy	+14,680	New	+$325K	0.01%	174
2021 Q4	–	Sell	-17,972	Closed	-$478K	–	220
2021 Q3	$478K	Sell	17,972 -2,190	-11%	-$59K	0.02%	232
2021 Q2	$541K	Buy	20,162 +189	+0.9%	+$5K	0.02%	218
2021 Q1	$522K	Hold	19,973	–	–	0.02%	151
2020 Q4	$549K	Buy	19,973 +769	+4%	+$20.9K	0.03%	140
2020 Q3	$519K	Buy	+19,204	New	+$522K	0.03%	140

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 52% in Q2 2026, buying an estimated $1.7M and bringing the position to 214,164 shares worth $4.96M. The position accounts for 0.07% of the portfolio, ranked #104.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDU in Q3 2020 and has held it in 15 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 214,164 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.96M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 73,262 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.7M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.07% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #104 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2020 and has held it in 15 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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