CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Buy	63,143 +21,658	+52%	+$553K	0.02%	153
2025 Q4	$1.06M	Sell	41,485 -5,157	-11%	-$132K	0.02%	160
2025 Q3	$1.19M	Buy	46,642 +9,633	+26%	+$244K	0.02%	153
2025 Q2	$936K	Sell	37,009 -1,004	-3%	-$24.9K	0.02%	167
2025 Q1	$950K	Sell	38,013 -1,208	-3%	-$29.9K	0.02%	155
2024 Q4	$964K	Buy	39,221 +5,784	+17%	+$145K	0.02%	147
2024 Q3	$860K	Buy	33,437 +3,096	+10%	+$78.2K	0.02%	148
2024 Q2	$745K	Buy	30,341 +1,528	+5%	+$37.3K	0.02%	150
2024 Q1	$715K	Buy	28,813 +13,806	+92%	+$342K	0.02%	148
2023 Q4	$379K	Buy	+15,007	New	+$358K	0.01%	172

Other funds holding IBDX

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return