CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$472K	Buy	18,102 +1,142	+7%	+$29.7K	0.01%	236
2026 Q1	$442K	Buy	16,960 +1,515	+10%	+$39.9K	0.01%	209
2025 Q4	$407K	Hold	15,445	–	–	0.01%	199
2025 Q3	$409K	Hold	15,445	–	–	0.01%	190
2025 Q2	$404K	Hold	15,445	–	–	0.01%	189
2025 Q1	$398K	Hold	15,445	–	–	0.01%	177
2024 Q4	$393K	Buy	+15,445	New	+$400K	0.01%	173

Other funds holding IBDZ

CIA

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

ACA

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

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

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 6.7% in Q2 2026, buying an estimated $29.7K and bringing the position to 18,102 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #236.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 18,102 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $472K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 1,142 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $29.7K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #236 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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