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 Q2	$3.77M	Buy	173,151 +60,788	+54%	+$1.33M	0.05%	119
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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 54% in Q2 2026, buying an estimated $1.33M and bringing the position to 173,151 shares worth $3.77M. The position accounts for 0.05% of the portfolio, ranked #119.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 173,151 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $3.77M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 60,788 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.33M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.05% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #119 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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