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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.92M Buy
269,719
+38,077
+16% +$976K 0.09% 84
2026
Q1 		$5.94M Buy
231,642
+36,021
+18% +$924K 0.09% 87
2025
Q4 		$5.02M Buy
195,621
+11,884
+6% +$304K 0.08% 89
2025
Q3 		$4.71M Buy
183,737
+2,158
+1% +$55.3K 0.07% 89
2025
Q2 		$4.65M Buy
181,579
+37,187
+26% +$949K 0.08% 87
2025
Q1 		$3.69M Buy
144,392
+27,629
+24% +$705K 0.07% 93
2024
Q4 		$2.97M Buy
116,763
+15,506
+15% +$396K 0.06% 90
2024
Q3 		$2.6M Buy
101,257
+10,553
+12% +$269K 0.06% 99
2024
Q2 		$2.3M Buy
90,704
+17,815
+24% +$450K 0.05% 98
2024
Q1 		$1.85M Sell
72,889
-20,407
-22% -$519K 0.04% 106
2023
Q4 		$2.38M Buy
93,296
+12,129
+15% +$304K 0.06% 92
2023
Q3 		$2.01M Sell
81,167
-1,749
-2% -$43.8K 0.06% 95
2023
Q2 		$2.09M Sell
82,916
-2,721
-3% -$68.7K 0.06% 99
2023
Q1 		$2.19M Buy
85,637
+5,595
+7% +$142K 0.06% 97
2022
Q4 		$2.02M Buy
+80,042
New +$2M 0.08% 101
2022
Q3 		– Sell
-61,482
Closed -$1.56M – 110
2022
Q2 		$1.56M Buy
61,482
+1,326
+2% +$33.4K 0.06% 115
2022
Q1 		$1.53M Buy
60,156
+4,044
+7% +$106K 0.05% 118
2021
Q4 		$1.51M Buy
56,112
+1,910
+4% +$51.3K 0.06% 109
2021
Q3 		$1.46M Sell
54,202
-4,551
-8% -$123K 0.06% 115
2021
Q2 		$1.58M Buy
58,753
+1,853
+3% +$50K 0.07% 116
2021
Q1 		$1.53M Sell
56,900
-13,568
-19% -$366K 0.07% 107
2020
Q4 		$1.91M Sell
70,468
-1,166
-2% -$31.4K 0.09% 92
2020
Q3 		$1.93M Buy
71,634
+11,114
+18% +$299K 0.11% 86
2020
Q2 		$1.61M Buy
+60,520
New +$1.59M 0.1% 89
2019
Q4 		$1.11M Buy
+42,979
New +$1.11M 0.09% 101

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RPC
Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 16% in Q2 2026, buying an estimated $976K and bringing the position to 269,719 shares worth $6.92M. The position accounts for 0.09% of the portfolio, ranked #84.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMO in Q4 2019 and has held it in 25 quarters since. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 269,719 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $6.92M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 38,077 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $976K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.09% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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