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 Q2	$1.67M	Buy	66,469 +3,326	+5%	+$83.8K	0.02%	164
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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

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

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

CAI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 5.3% in Q2 2026, buying an estimated $83.8K and bringing the position to 66,469 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #164.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 66,469 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.67M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 3,326 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $83.8K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #164 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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