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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
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 $11.9B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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