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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.46M Buy
112,363
+30,745
+38% +$678K 0.04% 132
2025
Q4 		$1.8M Sell
81,618
-800
-1% -$17.7K 0.03% 139
2025
Q3 		$1.83M Buy
82,418
+32,476
+65% +$715K 0.03% 136
2025
Q2 		$1.1M Sell
49,942
-5,345
-10% -$116K 0.02% 156
2025
Q1 		$1.2M Buy
55,287
+3,440
+7% +$73.9K 0.02% 146
2024
Q4 		$1.11M Buy
51,847
+10,377
+25% +$224K 0.02% 142
2024
Q3 		$919K Buy
41,470
+598
+1% +$13K 0.02% 144
2024
Q2 		$869K Buy
40,872
+1,789
+5% +$37.8K 0.02% 141
2024
Q1 		$836K Buy
39,083
+18,568
+91% +$397K 0.02% 141
2023
Q4 		$444K Buy
+20,515
New +$424K 0.01% 170

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return