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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.88M Buy
309,899
+32,024
+12% +$813K 0.1% 77
2026
Q1 		$7.07M Buy
277,875
+68,618
+33% +$1.75M 0.1% 77
2025
Q4 		$5.31M Buy
209,257
+15,296
+8% +$388K 0.08% 87
2025
Q3 		$4.94M Sell
193,961
-8,065
-4% -$205K 0.08% 87
2025
Q2 		$5.12M Buy
202,026
+43,281
+27% +$1.09M 0.09% 84
2025
Q1 		$4.01M Buy
158,745
+25,633
+19% +$647K 0.07% 87
2024
Q4 		$3.35M Buy
133,112
+31,243
+31% +$790K 0.06% 80
2024
Q3 		$2.59M Buy
101,869
+14,760
+17% +$373K 0.06% 101
2024
Q2 		$2.18M Buy
87,109
+31,177
+56% +$779K 0.05% 104
2024
Q1 		$1.41M Sell
55,932
-19,794
-26% -$500K 0.03% 119
2023
Q4 		$1.92M Sell
75,726
-16,458
-18% -$409K 0.05% 106
2023
Q3 		$2.26M Sell
92,184
-140
-0.2% -$3.48K 0.06% 89
2023
Q2 		$2.31M Sell
92,324
-3,511
-4% -$88.4K 0.06% 90
2023
Q1 		$2.44M Buy
95,835
+29,858
+45% +$756K 0.07% 90
2022
Q4 		$1.65M Buy
+65,977
New +$1.63M 0.06% 115
2022
Q3 		– Sell
-53,525
Closed -$1.35M – 111
2022
Q2 		$1.35M Buy
53,525
+6,897
+15% +$173K 0.06% 122
2022
Q1 		$1.19M Sell
46,628
-682
-1% -$17.9K 0.04% 134
2021
Q4 		$1.28M Hold
47,310
– – 0.05% 118
2021
Q3 		$1.28M Sell
47,310
-1,179
-2% -$32.1K 0.05% 126
2021
Q2 		$1.32M Buy
48,489
+1,842
+4% +$49.9K 0.05% 125
2021
Q1 		$1.26M Buy
46,647
+1,832
+4% +$49.7K 0.06% 114
2020
Q4 		$1.22M Buy
44,815
+8,527
+23% +$231K 0.06% 108
2020
Q3 		$982K Buy
+36,288
New +$984K 0.06% 113

Other funds holding IBMP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 12% in Q2 2026, buying an estimated $813K and bringing the position to 309,899 shares worth $7.88M. The position accounts for 0.1% of the portfolio, ranked #77.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMP in Q3 2020 and has held it in 23 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 309,899 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $7.88M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 32,024 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $813K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.1% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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