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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$729K Sell
28,312
-11,340
-29% -$292K 0.01% 215
2026
Q1 		$1.03M Buy
39,652
+1,551
+4% +$40.5K 0.02% 177
2025
Q4 		$996K Buy
38,101
+542
+1% +$14.2K 0.02% 164
2025
Q3 		$985K Buy
37,559
+2,391
+7% +$62.1K 0.02% 162
2025
Q2 		$911K Buy
+35,168
New +$892K 0.02% 168
2025
Q1 		– Sell
-36,116
Closed -$907K – 198
2024
Q4 		$907K Buy
+36,116
New +$925K 0.02% 153
2024
Q3 		– Sell
-22,281
Closed -$561K – 187
2024
Q2 		$561K Buy
22,281
+1,491
+7% +$37.3K 0.01% 157
2024
Q1 		$530K Buy
20,790
+9,332
+81% +$237K 0.01% 162
2023
Q4 		$296K Buy
+11,458
New +$280K 0.01% 178

Other funds holding IBDY

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 29% in Q2 2026, selling an estimated $292K and leaving 28,312 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #215.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q1 2026. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 28,312 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $729K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,340 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $292K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #215 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 9 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $1.03M in Q1 2026.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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