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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.62M Buy
298,060
+25,877
+10% +$660K 0.1% 80
2026
Q1 		$6.95M Buy
272,183
+36,442
+15% +$935K 0.1% 78
2025
Q4 		$6.03M Buy
235,741
+6,672
+3% +$170K 0.09% 79
2025
Q3 		$5.87M Buy
229,069
+47,959
+26% +$1.23M 0.09% 81
2025
Q2 		$4.6M Buy
181,110
+8,409
+5% +$212K 0.08% 89
2025
Q1 		$4.37M Buy
172,701
+9,662
+6% +$244K 0.08% 84
2024
Q4 		$4.11M Buy
163,039
+35,778
+28% +$907K 0.08% 73
2024
Q3 		$3.26M Buy
127,261
+20,187
+19% +$512K 0.08% 82
2024
Q2 		$2.68M Buy
107,074
+5,682
+6% +$142K 0.06% 88
2024
Q1 		$2.56M Sell
101,392
-15,825
-14% -$402K 0.06% 90
2023
Q4 		$3M Sell
117,217
-12,458
-10% -$310K 0.07% 81
2023
Q3 		$3.17M Buy
129,675
+13,373
+11% +$334K 0.09% 72
2023
Q2 		$2.93M Sell
116,302
-1,912
-2% -$48.4K 0.08% 77
2023
Q1 		$3.03M Buy
118,214
+27,782
+31% +$706K 0.09% 75
2022
Q4 		$2.27M Buy
+90,432
New +$2.23M 0.08% 96
2022
Q3 		– Sell
-88,965
Closed -$2.23M – 112
2022
Q2 		$2.23M Buy
88,965
+4,929
+6% +$123K 0.09% 92
2022
Q1 		$2.14M Buy
84,036
+1,466
+2% +$38.6K 0.08% 102
2021
Q4 		$2.25M Sell
82,570
-3,688
-4% -$100K 0.08% 95
2021
Q3 		$2.35M Buy
86,258
+9,512
+12% +$262K 0.09% 92
2021
Q2 		$2.1M Buy
76,746
+1,825
+2% +$50K 0.09% 97
2021
Q1 		$2.04M Hold
74,921
– – 0.1% 97
2020
Q4 		$2.07M Buy
74,921
+19,080
+34% +$522K 0.1% 87
2020
Q3 		$1.52M Buy
55,841
+12,737
+30% +$349K 0.09% 92
2020
Q2 		$1.17M Buy
+43,104
New +$1.15M 0.07% 104
2019
Q4 		$996K Hold
38,090
– – 0.08% 106
2019
Q3 		$997K Buy
+38,090
New +$996K 0.09% 97

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 9.5% in Q2 2026, buying an estimated $660K and bringing the position to 298,060 shares worth $7.62M. The position accounts for 0.1% of the portfolio, ranked #80.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBMQ in Q3 2019 and has held it in 26 quarters since. 37 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 298,060 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $7.62M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 25,877 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $660K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.1% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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