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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.12M Buy
101,818
+7,967
+8% +$166K 0.03% 148
2026
Q1 		$1.96M Buy
93,851
+41,898
+81% +$885K 0.03% 148
2025
Q4 		$1.1M Sell
51,953
-2,769
-5% -$58.7K 0.02% 157
2025
Q3 		$1.16M Buy
54,722
+5,531
+11% +$116K 0.02% 155
2025
Q2 		$1.03M Sell
49,191
-4,701
-9% -$97.1K 0.02% 158
2025
Q1 		$1.12M Buy
53,892
+5,360
+11% +$110K 0.02% 149
2024
Q4 		$988K Buy
48,532
+8,739
+22% +$181K 0.02% 144
2024
Q3 		$844K Hold
39,793
– – 0.02% 150
2024
Q2 		$807K Buy
39,793
+1,850
+5% +$37.3K 0.02% 146
2024
Q1 		$777K Buy
37,943
+1,233
+3% +$25.2K 0.02% 145
2023
Q4 		$762K Buy
36,710
+18,020
+96% +$355K 0.02% 150
2023
Q3 		$362K Buy
+18,690
New +$372K 0.01% 169

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.5% in Q2 2026, buying an estimated $166K and bringing the position to 101,818 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #148.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDW in Q3 2023 and has held it in 12 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 101,818 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $2.12M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 7,967 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $166K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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